|
⚲
|
| Keyboard |
| Elevage Partners LLC
✚
|
|
|---|---|
| CRD # | 158386 |
| SEC # | 801-112475 |
| CIK # | |
| AUM | 154.6 M (2026-03-27) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 800-725-1622 |
| Address | 5470 Kietzke Lane Reno, NV 89511 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Elevage Artio SPV II | 2023-03-31 | ||
| PE | Elevage Artio SPV | 2022-03-21 | ||
| PE | EP Alternative Fund LLC | [2016-03-30] | ||
| Offered $1,000,000 · Filed 2015-05-08 (D) · Exemption 505, 506(b), 4(a)(5) · Minimum $100,000 · Remaining $1,000,000 · Duration One year or less · Revenue No Revenues | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 342 | 85.1 |
| (b) Individuals (high net worth individuals) | 23 | 66.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 2.8 |
| (n) Other | 0 | 0.0 |
| Total | 790 | 154.6 |
| By Discretionary | ||
| Discretionary | 700 | 144.8 |
| Non-Discretionary | 90 | 9.8 |
| Total | 790 | 154.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 154.6 | |
| Total | 790 | 154.6 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Brian Case | Executive Officer | 3 | 2 | |
| Bradway Capital Management LLC | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
| Fund Types | Private Equity |
| Comparable Firms | State | AUM |
|---|---|---|
|
The Stone Creek Group LLC
✚
|
CO | 250.6 M |
|
SLT Holdings LLC
✚
|
AZ | 230.3 M |
|
Viden Arbor Capital LLC
✚
|
204.1 M | |
|
Prestige Wealthwide LLC
✚
|
UT | 198.5 M |
|
Chung Wu Investment Group LLC
✚
|
TX | 147.5 M |
|
V Delima Investments Inc
✚
|
102.0 M | |
|
Sagent Wealth Management
✚
|
CA | 100.4 M |
|
Backbone Planning Partners LLC
✚
|
NV | 98.4 M |
|
Your Source Financial PLC
✚
|
AZ | |
|
Bison Capital Advisors LLC
✚
|
OK |