Elphinstone Inc

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Assets, Funds, Holdings

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Elphinstone Inc
CRD #311264
SEC #801-119983
CIK #
AUM $1.0 M (2025-03-25)
Employees 5 (20% Investors, 20% Brokers)
Phone212-882-1067
Address405 Lexington Ave
New York, NY 10174
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($k)
100080060040020002011201620212026
AUM Breakdown Accounts AUM ($k)
By Client Type
(a) Individuals (other than high net worth individuals) 579 992.4
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 579 992.4
By Discretionary
Discretionary 0 0.0
Non-Discretionary 579 992.4
Total 579 992.4
By Non-United States Persons
Non-United States Persons 992.4
United States Persons 0.0
Total 579 992.4
Comparable Firms State AUM ($B)
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0.0
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OIA Ltd
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BBAE Advisors LLC
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Wavvest Wealth LLC
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Trove Investment Advisors LLC
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