This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท PNC
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-18-2016
- Office Locations
- 2
Office Locations
About Ellevity Capital, LLC
Ellevity Capital, LLC manages accessible managed accounts and retirement accounts, targeting income and risk-managed returns through a core of rate-aware high-yield securities paired with a market-neutral index options overlay (selling out-of-the-money put/call spreads with hedging). The firm cites consistent top-five BarclayHedge rankings for its options strategy and supports accounts custodied at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
dorian punj
Co-Owner, Finanical Advisor
- CRD
- #6606715
- Ownership
- 50% but less than 75%
julia anjali punj
Chief Compliance Officer, Finanical Advisor
- CRD
- #6606717
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,055,305 | -- |
| Non-Discretionary | $0 | -- |
| Total | $51,055,305 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $47,293,568
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $543,989,432 | 20.8% |
| Cash | $881,367,493 | 33.7% |
| Equity - Exchange | $549,220,100 | 21.0% |
| Public Funds | $640,756,783 | 24.5% |
| Total | $2,615,333,808 | 100.0% |