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- Custodian
- Alpaca · Interactive Brokers · JP Morgan
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-01-2020
- Office Locations
- 1
Office Locations
About Elphinstone
Elphinstone is a New York-based retail investment adviser focused on international freelancers and global professionals earning in dollars. The firm provides portfolio construction and asset management, using publicly traded funds such as ETFs and mutual funds. Clients can invest through platforms including Interactive Brokers and Alpaca, supporting cross-border investing needs.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Syed Farooq Tirmizi
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #5289471
- Ownership
- 50% but less than 75%
Usman Khosa
Chief Compliance Officer, Chief Financial Officer, DIRECTOR, Executive Director
- CRD
- #5980280
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,419,128 | $2,451 |
| Total | $1,419,128 | $2,451 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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