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| Elevate Capital Advisors Inc
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|---|---|
| CRD # | 288190 |
| SEC # | 801-119997 |
| CIK # | 0001909571 |
| AUM | 183.3 M (2026-05-14) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 970-328-7526 |
| Address | 313 Chambers Ave Eagle, CO 81631 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001909571 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sprott Physical Gold Trust | 8.1 | ||
| PNC Financial Services Group Inc | 5.9 | ||
| Franco Nevada Corp | 5.7 | ||
| AXIS Capital Holdings Ltd | 5.4 | ||
| Travelers Companies Inc | 5.0 | ||
| Berkley W R Corp | 4.5 | ||
| Hershey Co | 3.3 | ||
| Amazon Com Inc | 3.1 | ||
| Visa Inc | 3.0 | ||
| Loews Corp | 3.0 | ||
| Broadcom Inc | 3.0 | ||
| EQT Corp | 2.8 | ||
| Dollar General Corp | 2.7 | ||
| Coca Cola Co | 2.5 | ||
| Lilly Eli & Co | 2.5 | ||
| Apple Inc | 2.4 | ||
| ASML Holding NV | 2.4 | ||
| Arch Capital Group Ltd | 2.4 | ||
| Alphabet Inc | 2.3 | ||
| CME Group Inc | 2.3 | ||
| Nvidia Corp | 2.2 | ||
| McDonalds Corp | 2.2 | ||
| Facebook Inc | 2.1 | ||
| Microsoft Corp | 2.1 | ||
| AbbVie Inc | 1.7 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| VC | Elevate Ventures NSG Investment Fund LLC | 2020-03-31 | 0.1 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 118 | 40.5 |
| (b) Individuals (high net worth individuals) | 82 | 139.6 |
| (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 | 0.8 |
| (h) Charitable organizations | 2 | 1.5 |
| (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 | 6 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 566 | 183.3 |
| By Discretionary | ||
| Discretionary | 540 | 176.0 |
| Non-Discretionary | 26 | 7.3 |
| Total | 566 | 183.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 183.3 | |
| Total | 566 | 183.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001909571] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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✚
|
TX | 183.7 M |
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|
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|
Altamont Wealth Management Inc
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CA | 182.9 M |
|
Genter Advisors LLC
✚
|
CA | 182.8 M |
|
Marathon Strategic Advisors LLC
✚
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|
KUHN & Company Investment Counsel LLC
✚
|
IL | 182.7 M |