CRD: 158018
ELM Tree Capital Management LLC
Port Charlotte, FL
8609770165
$4.0M Total AUM
$4.0M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
14 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-03-2011
- Office Locations
- 1
Office Locations
-- Port Charlotte FL
About ELM Tree Capital Management LLC
ELM Tree Capital Management LLC is a Port Charlotte-based RIA. The firm has been operating for 14 years. Managing $4.0M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$4.0M AVG AUM / ADVISOR
$800.0K AVG AUM / CLIENT
14.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
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Asset Classes
Harbor Meridian unison
Investment Themes
Oak
Investment Vehicles
Eagle
Services
Value Eagle alpha Vital delta
Owner & Executives
E
EDWARD R EVANOUSKAS
Managing Member
- CRD
- #2339035
- Ownership
- 75% or more
(819) 593-2177
matrix.optima@bridgecapital.com
in linkedin.com/in/catalyst-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,000,000
Public Funds:
22.1% Cash:
24.7% Equity - OTC:
14.7% Equity - Exchange:
13.0% U.S. Government/Agency:
25.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $141,799,173 | 22.1% |
| Cash | $158,481,428 | 24.7% |
| Equity - OTC | $94,318,907 | 14.7% |
| Equity - Exchange | $83,411,278 | 13.0% |
| U.S. Government/Agency | $163,614,429 | 25.5% |
| Total | $641,625,215 | 100.0% |