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
| Fund Name | Type | GAV | Investors | Auditor |
|---|---|---|---|---|
| ELM PARTNERS PORTFOLIO LLC | Other Private Fund | $360.5M | 57 | RYAN AND JURASKA, LLP |
| ELM PARTNERS PORTFOLIO LLC | Other Private Fund | $360.5M | 57 | RYAN AND JURASKA, LLP |
| ELM PARTNERS PORTFOLIO LTD. | Other Private Fund | $251.4M | 52 | BERKOWER |
| ELM PARTNERS PORTFOLIO LTD. | Other Private Fund | $251.4M | 52 | BERKOWER |
| ELM PARTNERS ALL EQUITY PORTFOLIO LTD | Other Private Fund | $48.2M | 7 | RANKIN BERKOWER (CAYMAN) LTD |
| ELM PARTNERS ALL EQUITY PORTFOLIO LTD | Other Private Fund | $48.2M | 7 | BERKOWER LLC |
Fund NameELM PARTNERS PORTFOLIO LLC
TypeOther Private Fund
GAV$360.5M
Investors57
AuditorRYAN AND JURASKA, LLP
Fund NameELM PARTNERS PORTFOLIO LLC
TypeOther Private Fund
GAV$360.5M
Investors57
AuditorRYAN AND JURASKA, LLP
TypeOther Private Fund
GAV$48.2M
Investors7
AuditorRANKIN BERKOWER (CAYMAN) LTD
TypeOther Private Fund
GAV$48.2M
Investors7
AuditorBERKOWER LLC