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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Elevate Planners LLC
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|---|---|
| CRD # | 332251 |
| SEC # | 801-130866 |
| CIK # | |
| AUM | $9.9 M (2024-12-16) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 347-506-6061 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 2.0 |
| (b) Individuals (high net worth individuals) | 5 | 7.9 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 34 | 9.9 |
| By Discretionary | ||
| Discretionary | 34 | 9.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 34 | 9.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.9 | |
| Total | 34 | 9.9 |
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|---|---|---|
|
Lightcap Financial Group LLC
✚
|
CA | 0.0 |
|
Portfolio Thinktank
✚
|
0.0 | |
|
Omega Advisers LLC
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|
0.0 | |
|
Virgo Digital Asset Management Inc
✚
|
0.0 | |
|
Horizon Capital Management Inc
✚
|
0.0 | |
|
Candor Financial LLC
✚
|
0.0 | |
|
Pacific Equity LLC
✚
|
0.0 | |
|
Pension Planning Solutions Inc
✚
|
NC | 0.0 |
|
Blue Ocean Investment Partners Limited
✚
|
0.0 | |
|
Empiric Institutional LLC
✚
|
TX | 0.0 |