CRD: 301992
Elevate Capital Management, L.l.c.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-18-2019
- Office Locations
- 2
Office Locations
About Elevate Capital Management, L.l.c.
Elevate Capital Management is a San Francisco boutique RIA providing concierge investment advisory services to individuals and institutions. The firm focuses on asset allocation and portfolio construction, with significant use of ETFs alongside public and private funds, and offers financial, tax, and wealth planning for entrepreneurs and accredited investors. Custodies with Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 72.3% is discretionary and 27.7% is non-discretionary.
The firm reports 2 advisory representatives and 40 clients, or 20 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 2 reported office locations and 7 years in operation. The source data was last updated on March 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Elevate Capital Management, L.l.c. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JEREMY DAVID BARDIN
Chief Compliance Officer, Managing Member
- CRD
- #2958581
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DANIEL THOMAS FITZPATRICK
Investment Analyst
- CRD
- #6232318
KARO KOCHOUNIAN
Partner
- CRD
- #5589714
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,231,960 | -- |
| Non-Discretionary | $13,110,655 | -- |
| Total | $47,342,615 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Elevate Capital Management, L.l.c. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.