ELM PARTNERS MANAGEMENT LLC
Legal name: ELM WEALTH
CRD #167225 SEC #801-78018 PHILADELPHIA, PA (888) 676-3148
SEC Registered Private Funds Disclosures
Total AUM
$2B
Discretionary
$2B
Employees
8
Clients
1
Accounts
712
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wyoming
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 18, 2025
- Branch Offices
- 1
- LEI
- 254900Z628AHE80DYG50
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BELL, JERRY, ARCH | I | CHIEF REVENUE OFFICER | NA | Control |
| BELL, JERRY, ARCH | I | CHIEF REVENUE OFFICER | NA | Control |
| BELL, JERRY, ARCH | I | CHIEF REVENUE OFFICER | NA | Control |
| BELL, JERRY, ARCH | I | CHIEF REVENUE OFFICER | NA | Control |
| BELL, JERRY, ARCH | I | CHIEF REVENUE OFFICER | NA | Control |
| BELL, JERRY, ARCH | I | CHIEF REVENUE OFFICER | NA | Control |
| BELL, JERRY, ARCH | I | CHIEF REVENUE OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | MANAGING MEMBER, FOUNDER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | MANAGING MEMBER, FOUNDER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | MANAGING MEMBER, FOUNDER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | MANAGING MEMBER, FOUNDER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | MANAGING MEMBER, FOUNDER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | MANAGING MEMBER, FOUNDER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | MANAGING MEMBER, FOUNDER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | MANAGING MEMBER, FOUNDER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | MANAGING MEMBER, FOUNDER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | MANAGING MEMBER, FOUNDER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HAGHANI, VICTOR, JOHN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| McBride, Samantha, Joanne | I | PORTFOLIO MANAGER & CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JAMES, WOODSON | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WHITE, JAMES, WOODSON | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WHITE, JAMES, WOODSON | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WHITE, JAMES, WOODSON | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WHITE, JAMES, WOODSON | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WHITE, JAMES, WOODSON | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WHITE, JAMES, WOODSON | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JAMES, WOODSON | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JAMES, WOODSON | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JAMES, WOODSON | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JAMES, WOODSON | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JAMES, WOODSON | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JAMES, WOODSON | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JAMES, WOODSON | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JAMES, WOODSON | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JAMES, WOODSON | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JAMES, WOODSON | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JAMES, WOODSON | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JAMES, WOODSON | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JAMES, WOODSON | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JAMES, WOODSON | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JAMES, WOODSON | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JAMES, WOODSON | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JAMES, WOODSON | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JAMES, WOODSON | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JAMES, WOODSON | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JAMES, WOODSON | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JAMES, WOODSON | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JAMES, WOODSON | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JAMES, WOODSON | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JAMES, WOODSON | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
| CYGNET CAPITAL LLC | DE | HOLDING COMPANY PARENT | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HAGHANI, CELESTE, LEE | I | CYGNET CAPITAL LLC | F | |
| HAGHANI, CELESTE, LEE | I | CYGNET CAPITAL LLC | F | |
| HAGHANI, CELESTE, LEE | I | CYGNET CAPITAL LLC | F | |
| HAGHANI, CELESTE, LEE | I | CYGNET CAPITAL LLC | F | |
| HAGHANI, CELESTE, LEE | I | CYGNET CAPITAL LLC | F | |
| HAGHANI, CELESTE, LEE | I | CYGNET CAPITAL LLC | F | |
| HAGHANI, CELESTE, LEE | I | CYGNET CAPITAL LLC | F | |
| HAGHANI, CELESTE, LEE | I | CYGNET CAPITAL LLC | F | |
| HAGHANI, CELESTE, LEE | I | CYGNET CAPITAL LLC | F | |
| HAGHANI, CELESTE, LEE | I | CYGNET CAPITAL LLC | F | |
| HAGHANI, CELESTE, LEE | I | CYGNET CAPITAL LLC | F | |
| HAGHANI, CELESTE, LEEMA | I | CYGNET CAPITAL LLC | F | |
| HAGHANI, CELESTE, LEEMA | I | CYGNET CAPITAL LLC | F | |
| HAGHANI, CELESTE, LEEMA | I | CYGNET CAPITAL LLC | F | |
| HAGHANI, CELESTE, LEEMA | I | CYGNET CAPITAL LLC | F | |
| HAGHANI, CELESTE, LEEMA | I | CYGNET CAPITAL LLC | F | |
| HAGHANI, CELESTE, LEE | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, CELESTE, LEE | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, CELESTE, LEE | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, CELESTE, LEE | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, CELESTE, LEE | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, CELESTE, LEE | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, CELESTE, LEE | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, CELESTE, LEE | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, CELESTE, LEE | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, CELESTE, LEE | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, CELESTE, LEE | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, CELESTE, LEE | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, CELESTE, LEE | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, CELESTE, LEE | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, CELESTE, LEE | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, CELESTE, LEE | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, CELESTE, LEE | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, CELESTE, LEE | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, CELESTE, LEE | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, CELESTE, LEE | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, CELESTE, LEE | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, CELESTE, LEE | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, CELESTE, LEE | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, CELESTE, LEE | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, CELESTE, LEE | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, CELESTE, LEE | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, CELESTE, LEE | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, VICTOR, JOHN | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, VICTOR, JOHN | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, VICTOR, JOHN | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, VICTOR, JOHN | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, VICTOR, JOHN | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, VICTOR, JOHN | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, VICTOR, JOHN | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, VICTOR, JOHN | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, VICTOR, JOHN | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, VICTOR, JOHN | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, VICTOR, JOHN | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, VICTOR, JOHN | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, VICTOR, JOHN | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, VICTOR, JOHN | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, VICTOR, JOHN | I | CYGNET CAPITAL LLC | E | Control |
| HAGHANI, VICTOR, JOHN | I | CYGNET CAPITAL LLC | E | Control |
Registrations
Federal
IA
Dec 18, 2025 REGISTERED
Notice Filings (24)
AZ CA CO CT DC DE FL GA IL MA MI MO NC NE NH NJ NV NY PA SC TX VA WA WI
Address
50 S 16TH ST.SUITE 1700
PHILADELPHIA, PA 19102
United States
Phone: (888) 676-3148