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| Keyboard |
| Ellevest Inc
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|---|---|
| CRD # | 175476 |
| SEC # | 801-106683 |
| CIK # | 0001644128 |
| AUM | 1,131.2 M (2026-06-03) |
| Employees | 19 (68% Investors, 0% Brokers) |
| Phone | 844-355-7100 |
| Address | 228 Park Ave S New York, NY 10003 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 16.8 | ||
| Nvidia Corp | 11.7 | ||
| Microsoft Corp | 9.8 | ||
| Netflix Inc | 8.3 | ||
| Alphabet Inc | 8.3 | ||
| Facebook Inc | 7.5 | ||
| Alphabet Inc | 7.0 | ||
| Amazon Com Inc | 6.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 100 | 0.1 |
| (b) Individuals (high net worth individuals) | 371 | 1.0 |
| (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 | 474 | 1.1 |
| By Discretionary | ||
| Discretionary | 474 | 1.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 474 | 1.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.1 | |
| Total | 474 | 1.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001644128] | |
| D | [0001644128] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
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|---|---|---|
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