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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Quantum glacier
- Established Date
- 03-23-2020
- Office Locations
- 1
Office Locations
About ELM Capital Management LLC
Elm Capital is a global private capital advisory firm serving General Partners and Limited Partners across private markets, acting as a placement agent and secondary advisor. The team has completed 30+ placement mandates and closed 161+ secondary transactions, positioning it as an experienced partner for fundraising and liquidity solutions.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RONALD SCOTT JONES
Chairman, General Counsel, Owner
- CRD
- #2080943
- Ownership
- 75% or more
SANGGI (DAVID) JEON
Chief Compliance Officer, EXECUTIVE VICE PRESIDENT
- CRD
- #7152284
- Ownership
- Less than 5%
Pioneer delta
Ridge unison
- CRD
- #50719
- Ownership
- 26.1%
Showing 2 of 3 owners & executives
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JOSEPH MICHAEL BECK
Managing Member, TREASURER
- CRD
- #4590867
KENNETH ELLS SUMMIT
Controller
- CRD
- #6435238
Summit vital
Matrix north
- CRD
- #12439
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $133,387,217 | $236,502 |
| Total | $133,387,217 | $236,502 |
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Separately Managed Accounts
Total SMA Asset: $133,387,217
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,947,997,377 | 49.8% |
| Equity - Exchange | $3,147,299,114 | 39.7% |
| Cash | $832,409,086 | 10.5% |
| Total | $7,927,705,577 | 100.0% |