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Elevate Capital Management, L.l.c.

Elevate Capital Management, L.l.c.. CRD 301992

Elevate Capital Management, L.l.c. logo

CRD: 301992

Elevate Capital Management, L.l.c.

SAN Francisco, CA, 94104
4156694477
www.elevatecapm.com
$47.3M Total AUM
$34.2M Disc. AUM
-- 3Y CAGR
3 Employees
40 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Catalyst
Established Date
06-18-2019
Office Locations
2

Office Locations

235 Montgomery Street Suite 830 SAN Francisco CA
-- Fishers IN

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.

Team overview

47 AVG AGE
$23.7M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
5.3 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age

Insights

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Accredited Investors

Quantum peak Focus

Asset Classes

Value Pathway Insight Oak Pathway Capital north Element

Client Personas

Oak delta

Custodian

Prime Bridge focus

Investment Themes

Ridge Peak Fusion

Investment Vehicles

Beacon

Services

Beacon Radial catalyst Matrix Vital vertex Momentum vertex Legacy Oak

Technology

Catalyst crest

Owner & Executives

JEREMY DAVID BARDIN

JEREMY DAVID BARDIN

Chief Compliance Officer, Managing Member

CRD
#2958581
Ownership
75% or more
(626) 805-9051
frontier.oak@insightcapital.com
in linkedin.com/in/summit-summit

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Contacts

DANIEL THOMAS FITZPATRICK

DANIEL THOMAS FITZPATRICK

Investment Analyst

CRD
#6232318
(854) 842-1645
zenith.pathway@horizoncapital.com
in linkedin.com/in/beacon-beacon
KARO KOCHOUNIAN

KARO KOCHOUNIAN

Partner

CRD
#5589714
(686) 817-8764
optima.summit@primecapital.com
in linkedin.com/in/oak-north
F

Foundation summit

Value atlas

CRD
#92311
(735) 947-3645
beacon.unison@crestcapital.com
in linkedin.com/in/vector-timber

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

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

Total SMA Asset: $47,342,615

$47.3M Total SMA
Equity - Exchange:
17.0%
Private Funds:
13.0%
Public Funds:
26.2%
Other:
18.7%
Cash:
25.1%
Asset class Assets Assets %
Equity - Exchange $1,388,036,613 17.0%
Private Funds $1,061,439,763 13.0%
Public Funds $2,139,209,368 26.2%
Other $1,526,840,274 18.7%
Cash $2,049,395,235 25.1%
Total $8,164,921,253 100.0%

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