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| Elevate Capital Advisors Inc
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| |
|---|---|
| CRD # | 288190 |
| SEC # | 801-119997 |
| CIK # | 0001909571 |
| AUM | $139.8 MM (2024-03-11) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 970-328-7526 |
| Address | 313 Chambers Ave Eagle, CO 81631 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| VC | Elevate Ventures NSG Investment Fund LLC | 2020-03-31 | 1.9 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 129 | 35.0 |
| (b) Individuals (high net worth individuals) | 94 | 100.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 1.9 |
| (g) Pension and profit sharing plans | 2 | 0.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 597 | 139.8 |
| By Discretionary | ||
| Discretionary | 542 | 126.3 |
| Non-Discretionary | 55 | 13.5 |
| Total | 597 | 139.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 139.8 | |
| Total | 597 | 139.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Grace Capital Management LLC
✚
|
TX | 0.1 |
|
Legacy Beyond Wealth LLC
✚
|
FL | 0.1 |
|
Werlinich Asset Management LLC
✚
|
CT | 0.1 |
|
Assabet Advisors LLC
✚
|
MA | 0.1 |
|
First Mason Financial LLC
✚
|
OH | 0.1 |
|
Costello Financial Planning Inc
✚
|
IL | 0.1 |
|
Lionshead Wealth Management LLC
✚
|
NY | 0.1 |
|
Dowling Financial Services Inc
✚
|
CT | 0.1 |
|
Leatherback Investments LLC
✚
|
NJ | 0.1 |
|
401K Generation
✚
|
FL | 0.1 |