ELM ADVISORS, LLC
CRD #135682 SEC #801-64366 BURLINGAME, CA 650-697-3013
SEC Registered
Total AUM
$380.9M
Discretionary
$291.2M
Employees
2
Clients
101
Accounts
377
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2022 | $380.9M | $291.2M | $89.7M | 2 | 0 |
| Feb 2021 | $339M | $259.3M | $79.7M | 2 | 0 |
| Aug 2020 | $340.1M | $272.2M | $67.9M | 2 | 0 |
| Jun 2020 | $340.1M | $272.2M | $67.9M | 2 | 0 |
| Jun 2020 | $340.1M | $272.2M | $67.9M | 2 | 0 |
| Feb 2020 | $340.1M | $272.2M | $67.9M | 2 | 0 |
| Mar 2019 | $297.1M | $230.5M | $66.5M | 2 | 0 |
| Feb 2018 | $311M | $237.9M | $73.1M | 2 | 0 |
| Feb 2017 | $276.9M | $218M | $58.9M | 2 | 100 |
| Jan 2016 | $255M | $193.7M | $61.3M | 2 | 100 |
| Feb 2015 | $266.8M | $206.1M | $60.6M | 2 | 100 |
| Jan 2014 | $247.5M | $188.6M | $58.9M | 2 | 100 |
| Nov 2013 | $213.9M | $161.7M | $52.1M | 2 | 200 |
| Feb 2013 | $213.9M | $161.7M | $52.1M | 2 | 200 |
| Jun 2012 | $197.9M | $150.8M | $47.1M | 1 | 200 |
| Mar 2012 | $197.9M | $150.8M | $47.1M | 1 | 200 |
| Mar 2009 | $155.4M | $116.4M | $39M | 5 | -- |
| May 2007 | $201.8M | $147.2M | $54.6M | 5 | -- |
| Apr 2007 | $188.9M | $138.5M | $50.4M | 5 | -- |
| Feb 2007 | $188.9M | $138.5M | $50.4M | 5 | -- |
| Feb 2006 | $165M | $120M | $45M | 5 | -- |
| Jan 2006 | $166.9M | $103.2M | $63.6M | 5 | -- |
| Dec 2005 | $166.9M | $103.2M | $63.6M | 5 | -- |
| May 2005 | $0 | $0 | $0 | 5 | -- |
DateJan 2022
Total AUM$380.9M
Discretionary$291.2M
Non-Disc.$89.7M
Employees2
Clients0
DateFeb 2021
Total AUM$339M
Discretionary$259.3M
Non-Disc.$79.7M
Employees2
Clients0
DateAug 2020
Total AUM$340.1M
Discretionary$272.2M
Non-Disc.$67.9M
Employees2
Clients0
DateJun 2020
Total AUM$340.1M
Discretionary$272.2M
Non-Disc.$67.9M
Employees2
Clients0
DateJun 2020
Total AUM$340.1M
Discretionary$272.2M
Non-Disc.$67.9M
Employees2
Clients0
DateFeb 2020
Total AUM$340.1M
Discretionary$272.2M
Non-Disc.$67.9M
Employees2
Clients0
DateMar 2019
Total AUM$297.1M
Discretionary$230.5M
Non-Disc.$66.5M
Employees2
Clients0
DateFeb 2018
Total AUM$311M
Discretionary$237.9M
Non-Disc.$73.1M
Employees2
Clients0
DateFeb 2017
Total AUM$276.9M
Discretionary$218M
Non-Disc.$58.9M
Employees2
Clients100
DateJan 2016
Total AUM$255M
Discretionary$193.7M
Non-Disc.$61.3M
Employees2
Clients100
DateFeb 2015
Total AUM$266.8M
Discretionary$206.1M
Non-Disc.$60.6M
Employees2
Clients100
DateJan 2014
Total AUM$247.5M
Discretionary$188.6M
Non-Disc.$58.9M
Employees2
Clients100
DateNov 2013
Total AUM$213.9M
Discretionary$161.7M
Non-Disc.$52.1M
Employees2
Clients200
DateFeb 2013
Total AUM$213.9M
Discretionary$161.7M
Non-Disc.$52.1M
Employees2
Clients200
DateJun 2012
Total AUM$197.9M
Discretionary$150.8M
Non-Disc.$47.1M
Employees1
Clients200
DateMar 2012
Total AUM$197.9M
Discretionary$150.8M
Non-Disc.$47.1M
Employees1
Clients200
DateMar 2009
Total AUM$155.4M
Discretionary$116.4M
Non-Disc.$39M
Employees5
Clients--
DateMay 2007
Total AUM$201.8M
Discretionary$147.2M
Non-Disc.$54.6M
Employees5
Clients--
DateApr 2007
Total AUM$188.9M
Discretionary$138.5M
Non-Disc.$50.4M
Employees5
Clients--
DateFeb 2007
Total AUM$188.9M
Discretionary$138.5M
Non-Disc.$50.4M
Employees5
Clients--
DateFeb 2006
Total AUM$165M
Discretionary$120M
Non-Disc.$45M
Employees5
Clients--
DateJan 2006
Total AUM$166.9M
Discretionary$103.2M
Non-Disc.$63.6M
Employees5
Clients--
DateDec 2005
Total AUM$166.9M
Discretionary$103.2M
Non-Disc.$63.6M
Employees5
Clients--
DateMay 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--