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| Happy Holidays!! thanks for using AUM13F!! |
| Elevate Capital Advisors Inc
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| CRD # | 288190 |
| SEC # | 801-119997 |
| CIK # | 0001909571 |
| AUM | $156.5 M (2025-06-06) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 970-328-7526 |
| Address | 313 Chambers Ave Eagle, CO 81631 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001909571 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sprott Physical Gold Trust | 5.0 | ||
| Travelers Companies Inc | 4.7 | ||
| Facebook Inc | 4.2 | ||
| Microsoft Corp | 3.9 | ||
| Berkley W R Corp | 3.7 | ||
| Amazon Com Inc | 3.3 | ||
| Coupang Inc | 3.1 | ||
| Dollar General Corp | 3.0 | ||
| Hershey Co | 3.0 | ||
| Apple Inc | 2.9 | ||
| Procter & Gamble Co | 2.7 | ||
| VISA Inc | 2.6 | ||
| Uber Technologies Inc | 2.5 | ||
| Franco Nevada Corp | 2.5 | ||
| Yelp Inc | 2.4 | ||
| Alphabet Inc | 2.3 | ||
| Sprouts Farmers Market Inc | 2.2 | ||
| Nike Inc | 2.2 | ||
| AXIS Capital Holdings Ltd | 2.2 | ||
| Philip Morris International Inc | 2.2 | ||
| McDonalds Corp | 2.2 | ||
| Kimberly Clark Corp | 2.1 | ||
| MarketAxess Holdings Inc | 2.1 | ||
| Roper Industries Inc | 2.1 | ||
| Loews Corp | 2.1 | ||
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| VC | Elevate Ventures NSG Investment Fund LLC | 2020-03-31 | 0.1 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 109 | 34.1 |
| (b) Individuals (high net worth individuals) | 94 | 119.7 |
| (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 | 2 | 0.7 |
| (h) Charitable organizations | 2 | 1.2 |
| (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 | 8 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 589 | 156.5 |
| By Discretionary | ||
| Discretionary | 511 | 147.3 |
| Non-Discretionary | 78 | 9.2 |
| Total | 589 | 156.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 156.5 | |
| Total | 589 | 156.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001909571] |
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