PAX ELLEVATE MANAGEMENT LLC
CRD #170485 SEC #801-79216 PORTSMOUTH, NH 603-431-8022
SEC Registered
Total AUM
$462.4M
Discretionary
$462.4M
Employees
56
Clients
--
Accounts
2
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- SEPTEMBER
- Registration Date
- --
- Latest Filing
- Jan 2, 2020
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOESE, JOHN, AQUINAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOESE, JOHN, AQUINAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOESE, JOHN, AQUINAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOESE, JOHN, AQUINAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOESE, JOHN, AQUINAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOESE, JOHN, AQUINAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOESE, JOHN, AQUINAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOESE, JOHN, AQUINAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOESE, JOHN, AQUINAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOESE, JOHN, AQUINAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOESE, JOHN, AQUINAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUBOIS, ALICIA, K | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DUBOIS, ALICIA, K | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DUBOIS, ALICIA, K | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DUBOIS, ALICIA, K | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DUBOIS, ALICIA, K | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DUBOIS, ALICIA, K | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DUBOIS, ALICIA, K | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DUBOIS, ALICIA, K | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DUBOIS, ALICIA, K | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DUBOIS, ALICIA, K | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DUBOIS, ALICIA, K | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KEEFE, JOSEPH, FRANCIS | I | CHIEF EXECUTIVE OFFICER, PRESIDENT, ELECTED MANAGER | NA | Control |
| KEEFE, JOSEPH, FRANCIS | I | CHIEF EXECUTIVE OFFICER, PRESIDENT, ELECTED MANAGER | NA | Control |
| KEEFE, JOSEPH, FRANCIS | I | CHIEF EXECUTIVE OFFICER, PRESIDENT, ELECTED MANAGER | NA | Control |
| KEEFE, JOSEPH, FRANCIS | I | CHIEF EXECUTIVE OFFICER, PRESIDENT, ELECTED MANAGER | NA | Control |
| KEEFE, JOSEPH, FRANCIS | I | CHIEF EXECUTIVE OFFICER, PRESIDENT, ELECTED MANAGER | NA | Control |
| KEEFE, JOSEPH, FRANCIS | I | CHIEF EXECUTIVE OFFICER, PRESIDENT, ELECTED MANAGER | NA | Control |
| KEEFE, JOSEPH, FRANCIS | I | CHIEF EXECUTIVE OFFICER, PRESIDENT, ELECTED MANAGER | NA | Control |
| KEEFE, JOSEPH, FRANCIS | I | CHIEF EXECUTIVE OFFICER, PRESIDENT, ELECTED MANAGER | NA | Control |
| KEEFE, JOSEPH, FRANCIS | I | CHIEF EXECUTIVE OFFICER, PRESIDENT, ELECTED MANAGER | NA | Control |
| KEEFE, JOSEPH, FRANCIS | I | CHIEF EXECUTIVE OFFICER, PRESIDENT | NA | Control |
| KEEFE, JOSEPH, FRANCIS | I | CHIEF EXECUTIVE OFFICER, PRESIDENT | NA | Control |
| KRAWCHECK, SALLIE, LEE | I | CHAIRPERSON | NA | Control |
| KRAWCHECK, SALLIE, LEE | I | CHAIRPERSON | NA | Control |
| KRAWCHECK, SALLIE, LEE | I | CHAIRPERSON | NA | Control |
| KRAWCHECK, SALLIE, LEE | I | CHAIRPERSON | NA | Control |
| KRAWCHECK, SALLIE, LEE | I | CHAIRPERSON | NA | Control |
| KRAWCHECK, SALLIE, LEE | I | CHAIRPERSON | NA | Control |
| KRAWCHECK, SALLIE, LEE | I | CHAIRPERSON | NA | Control |
| KRAWCHECK, SALLIE, LEE | I | CHAIRPERSON | NA | Control |
| IMPAX ASSET MANAGEMENT LLC | DE | OWNER | E | Control |
| PAX WORLD MANAGEMENT LLC | DE | SOLE OWNER | E | Control |
| IMPAX ASSET MANAGEMENT LLC | DE | OWNER | D | Control |
| IMPAX ASSET MANAGEMENT LLC | DE | OWNER | D | Control |
| IMPAX ASSET MANAGEMENT LLC | DE | OWNER | D | Control |
| IMPAX ASSET MANAGEMENT LLC | DE | OWNER | D | Control |
| IMPAX ASSET MANAGEMENT LLC | DE | OWNER | D | Control |
| PAX WORLD MANAGEMENT LLC | DE | OWNER | D | Control |
| PAX WORLD MANAGEMENT LLC | DE | OWNER | D | Control |
| PAX WORLD MANAGEMENT LLC | DE | OWNER | D | Control |
| PAX WORLD MANAGEMENT LLC | DE | OWNER | D | Control |
| PAX WORLD MANAGEMENT LLC | DE | OWNER | D | Control |
| ELLEVATE ASSET MANAGEMENT LLC | DE | DIRECT OWNER | C | Control |
| ELLEVATE ASSET MANAGEMENT LLC | DE | DIRECT OWNER | C | Control |
| ELLEVATE ASSET MANAGEMENT LLC | DE | DIRECT OWNER | C | Control |
| ELLEVATE ASSET MANAGEMENT LLC | DE | DIRECT OWNER | C | Control |
| ELLEVATE ASSET MANAGEMENT LLC | DE | DIRECT OWNER | C | Control |
| ELLEVATE ASSET MANAGEMENT LLC | DE | DIRECT OWNER | C | Control |
| ELLEVATE ASSET MANAGEMENT LLC | DE | DIRECT OWNER | C | Control |
| ELLEVATE ASSET MANAGEMENT LLC | DE | DIRECT OWNER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BOYLE, KATHERINE, SHADEK | I | PAX WORLD MANAGEMENT LLC | F | |
| BOYLE, KATHERINE, SHADEK | I | PAX WORLD MANAGEMENT LLC | F | |
| BOYLE, KATHERINE, SHADEK | I | PAX WORLD MANAGEMENT LLC | F | |
| BOYLE, KATHERINE, SHADEK | I | PAX WORLD MANAGEMENT LLC | F | |
| BOYLE, KATHERINE, SHADEK | I | PAX WORLD MANAGEMENT LLC | F | |
| BOYLE, KATHERINE, SHADEK | I | PAX WORLD MANAGEMENT LLC | F | |
| BROWN, CHRISTOPHER, HADLEY | I | PAX WORLD MANAGEMENT LLC | F | |
| BROWN, CHRISTOPHER, HADLEY | I | PAX WORLD MANAGEMENT LLC | F | |
| BROWN, CHRISTOPHER, HADLEY | I | PAX WORLD MANAGEMENT LLC | F | |
| BROWN, CHRISTOPHER, HADLEY | I | PAX WORLD MANAGEMENT LLC | F | |
| BROWN, CHRISTOPHER, HADLEY | I | PAX WORLD MANAGEMENT LLC | F | |
| BROWN, CHRISTOPHER, HADLEY | I | PAX WORLD MANAGEMENT LLC | F | |
| KEEFE, JOSEPH, FRANCIS | I | PAX WORLD MANAGEMENT LLC | F | Control |
| KEEFE, JOSEPH, FRANCIS | I | PAX WORLD MANAGEMENT LLC | F | Control |
| KEEFE, JOSEPH, FRANCIS | I | PAX WORLD MANAGEMENT LLC | F | Control |
| KEEFE, JOSEPH, FRANCIS | I | PAX WORLD MANAGEMENT LLC | F | Control |
| KEEFE, JOSEPH, FRANCIS | I | PAX WORLD MANAGEMENT LLC | F | Control |
| KEEFE, JOSEPH, FRANCIS | I | PAX WORLD MANAGEMENT LLC | F | Control |
| KEEFE, JOSEPH, FRANCIS | I | IMPAX ASSET MANAGEMENT LLC | F | Control |
| KEEFE, JOSEPH, FRANCIS | I | IMPAX ASSET MANAGEMENT LLC | F | Control |
| KEEFE, JOSEPH, FRANCIS | I | IMPAX ASSET MANAGEMENT LLC | F | Control |
| KEEFE, JOSEPH, FRANCIS | I | IMPAX ASSET MANAGEMENT LLC | F | Control |
| KEEFE, JOSEPH, FRANCIS | I | IMPAX ASSET MANAGEMENT LLC | F | Control |
| RIDGE, CHARLES, DAVID | I | IMPAX ASSET MANAGEMENT LLC | F | Control |
| RIDGE, CHARLES, DAVID | I | IMPAX ASSET MANAGEMENT LLC | F | Control |
| RIDGE, CHARLES, DAVID | I | IMPAX ASSET MANAGEMENT LLC | F | Control |
| RIDGE, CHARLES, DAVID | I | IMPAX ASSET MANAGEMENT LLC | F | Control |
| RIDGE, CHARLES, DAVID | I | IMPAX ASSET MANAGEMENT LLC | F | Control |
| SHADEK, JAMES, MCCLENAHAN | I | PAX WORLD MANAGEMENT LLC | F | |
| SHADEK, JAMES, MCCLENAHAN | I | PAX WORLD MANAGEMENT LLC | F | |
| SHADEK, JAMES, MCCLENAHAN | I | PAX WORLD MANAGEMENT LLC | F | |
| SHADEK, JAMES, MCCLENAHAN | I | PAX WORLD MANAGEMENT LLC | F | |
| SHADEK, JAMES, MCCLENAHAN | I | PAX WORLD MANAGEMENT LLC | F | |
| SHADEK, JAMES, MCCLENAHAN | I | PAX WORLD MANAGEMENT LLC | F | |
| SHADEK, LAURENCE, ARTHUR | I | PAX WORLD MANAGEMENT LLC | F | Control |
| SHADEK, LAURENCE, ARTHUR | I | PAX WORLD MANAGEMENT LLC | F | Control |
| SHADEK, LAURENCE, ARTHUR | I | PAX WORLD MANAGEMENT LLC | F | Control |
| SHADEK, LAURENCE, ARTHUR | I | PAX WORLD MANAGEMENT LLC | F | Control |
| SHADEK, LAURENCE, ARTHUR | I | PAX WORLD MANAGEMENT LLC | F | Control |
| SHADEK, LAURENCE, ARTHUR | I | PAX WORLD MANAGEMENT LLC | F | Control |
| SIMM, IAN | I | IMPAX ASSET MANAGEMENT LLC | F | Control |
| SIMM, IAN | I | IMPAX ASSET MANAGEMENT LLC | F | Control |
| SIMM, IAN | I | IMPAX ASSET MANAGEMENT LLC | F | Control |
| SIMM, IAN | I | IMPAX ASSET MANAGEMENT LLC | F | Control |
| SIMM, IAN, RICHARD | I | IMPAX ASSET MANAGEMENT LLC | F | Control |
| KRAWCHECK HOLDINGS LLC | DE | ELLEVATE ASSET MANAGEMENT LLC | E | Control |
| KRAWCHECK HOLDINGS LLC | DE | ELLEVATE ASSET MANAGEMENT LLC | E | Control |
| KRAWCHECK HOLDINGS LLC | DE | ELLEVATE ASSET MANAGEMENT LLC | E | Control |
| KRAWCHECK HOLDINGS LLC | DE | ELLEVATE ASSET MANAGEMENT LLC | E | Control |
| KRAWCHECK HOLDINGS LLC | DE | ELLEVATE ASSET MANAGEMENT LLC | E | Control |
| KRAWCHECK HOLDINGS LLC | DE | ELLEVATE ASSET MANAGEMENT LLC | E | Control |
| KRAWCHECK HOLDINGS LLC | DE | ELLEVATE ASSET MANAGEMENT LLC | E | Control |
| KRAWCHECK HOLDINGS LLC | DE | ELLEVATE ASSET MANAGEMENT LLC | E | Control |
| KRAWCHECK, SALLIE, LEE | I | KRAWCHECK HOLDINGS LLC | E | Control |
| KRAWCHECK, SALLIE, LEE | I | KRAWCHECK HOLDINGS LLC | E | Control |
| KRAWCHECK, SALLIE, LEE | I | KRAWCHECK HOLDINGS LLC | E | Control |
| KRAWCHECK, SALLIE, LEE | I | KRAWCHECK HOLDINGS LLC | E | Control |
| KRAWCHECK, SALLIE, LEE | I | KRAWCHECK HOLDINGS LLC | E | Control |
| KRAWCHECK, SALLIE, LEE | I | KRAWCHECK HOLDINGS LLC | E | Control |
| KRAWCHECK, SALLIE, LEE | I | KRAWCHECK HOLDINGS LLC | E | Control |
| KRAWCHECK, SALLIE, LEE | I | KRAWCHECK HOLDINGS LLC | E | Control |
| PWM CORP. | DE | PAX WORLD MANAGEMENT LLC | E | Control |
| PWM CORP. | DE | PAX WORLD MANAGEMENT LLC | E | Control |
| PWM CORP. | DE | PAX WORLD MANAGEMENT LLC | E | Control |
| PWM CORP. | DE | PAX WORLD MANAGEMENT LLC | E | Control |
| PWM CORP. | DE | PAX WORLD MANAGEMENT LLC | E | Control |
| PWM CORP. | DE | PAX WORLD MANAGEMENT LLC | E | Control |
| BOYLE, KATHERINE, SHADEK | I | PWM CORP. | C | Control |
| BOYLE, KATHERINE, SHADEK | I | PWM CORP. | C | Control |
| BOYLE, KATHERINE, SHADEK | I | PWM CORP. | C | Control |
| BOYLE, KATHERINE, SHADEK | I | PWM CORP. | C | Control |
| BOYLE, KATHERINE, SHADEK | I | PWM CORP. | C | Control |
| BOYLE, KATHERINE, SHADEK | I | PWM CORP. | C | Control |
| SHADEK FAMILY TRUST | DE | PWM CORP. | C | Control |
| SHADEK FAMILY TRUST | DE | PWM CORP. | C | Control |
| SHADEK FAMILY TRUST | DE | PWM CORP. | C | Control |
| SHADEK FAMILY TRUST | DE | PWM CORP. | C | Control |
| SHADEK FAMILY TRUST | DE | PWM CORP. | C | Control |
| SHADEK FAMILY TRUST | DE | PWM CORP. | C | Control |
| SHADEK, JAMES, MCCLENAHAN | I | PWM CORP. | C | Control |
| SHADEK, JAMES, MCCLENAHAN | I | PWM CORP. | C | Control |
| SHADEK, JAMES, MCCLENAHAN | I | PWM CORP. | C | Control |
| SHADEK, JAMES, MCCLENAHAN | I | PWM CORP. | C | Control |
| SHADEK, JAMES, MCCLENAHAN | I | PWM CORP. | C | Control |
| SHADEK, JAMES, MCCLENAHAN | I | PWM CORP. | C | Control |
| SHADEK, LAURENCE, ARTHUR | I | PWM CORP. | C | Control |
| SHADEK, LAURENCE, ARTHUR | I | PWM CORP. | C | Control |
| SHADEK, LAURENCE, ARTHUR | I | PWM CORP. | C | Control |
| SHADEK, LAURENCE, ARTHUR | I | PWM CORP. | C | Control |
| SHADEK, LAURENCE, ARTHUR | I | PWM CORP. | C | Control |
| SHADEK, LAURENCE, ARTHUR | I | PWM CORP. | C | Control |
Registrations
Federal
IA
Jan 2, 2020 REGISTERED
Notice Filings (1)
NH
Address
30 PENHALLOW STREETSUITE 400
PORTSMOUTH, NH 03801
United States
Phone: 603-431-8022