|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Five Elms Capital Management LLC
✚
|
|
|---|---|
| CRD # | 163548 |
| SEC # | 801-110914 |
| CIK # | |
| AUM | $3.1 B (2025-03-28) |
| Employees | 62 (84% Investors, 0% Brokers) |
| Phone | 913-953-8960 |
| Address | 4801 Main St Kansas City, MO 64112 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | FE IV Co-Invest FA LP | [2025-03-28] | 0.0 | 7.5 |
| PE | FE IV Co-Invest SO LP | [2025-03-28] | 46.0 | 46.7 |
| PE | Five Elms III Apptegy CV LP | [2024-03-28] | 0.0 | 271.5 |
| PE | Five Elms VI A LP | [2024-03-28] | 836.6 | 46.6 |
| PE | Five Elms VI B LP | [2024-03-28] | 836.6 | 485.1 |
| PE | Five Elms VI Q LP | [2024-03-28] | 836.6 | 617.8 |
| PE | Five Elms V A LP | [2022-03-29] | 780.0 | 64.9 |
| PE | Five Elms V B LP | [2022-03-29] | 780.0 | 450.4 |
| PE | Five Elms V Q LP | [2022-03-29] | 780.0 | 330.5 |
| PE | Five Elms IV A LP | [2020-03-30] | 306.2 | 20.5 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 20 | 3.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 20 | 3.1 |
| By Discretionary | ||
| Discretionary | 20 | 3.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 20 | 3.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.1 | |
| Total | 20 | 3.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Fred Coulson IV | 17 | |||
| Five Elms IV GP LP | 5 | |||
| Five Elms IV GP LLC | 5 | |||
| Five Elms III GP LLC | 3 | |||
| Five Elms V GP LLC | 3 | |||
| Five Elms VI GP LP | 3 | |||
| Five Elms V GP LP | 3 | |||
| Five Elms III GP LP | 3 | |||
| Five Elms VI GP LLC | 3 | |||
| Saran Ferraro | 2 | |||
| View All | ||||
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Madison Capital Partners Corporation
✚
|
IL | 3.1 |
|
Amulet Capital Partners LP
✚
|
CT | 3.1 |
|
QHP Capital LP
✚
|
NC | 3.1 |
|
Knox Lane LP
✚
|
CA | 3.1 |
|
ZMC Advisors LP
✚
|
NY | 3.1 |
|
Fitzwalter Capital US LLC
✚
|
NY | 3.1 |
|
Ethos Capital LP
✚
|
MA | 3.1 |
|
Maritime Partners LLC
✚
|
LA | 3.1 |
|
Edgewater Services LLC
✚
|
IL | 3.0 |
|
Neos Partners LP
✚
|
CA | 3.0 |