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ELEVATION CAPITAL GROUP

Business and Investment Profile

The ELEVATION CAPITAL GROUP is a privately held investment adviser that advises $6.23Bn in regulatory assets under management held in 1 SEC fund types across 4 investment strategies. ELEVATION CAPITAL GROUP is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 66.74% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 14.39 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 341, SOUTH MAIN STREET SUITE 500, SALT LAKE CITY, UTAH. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.

Employee Profile

They have 1 employees comprised of 0 investment and 2 non-investment staff. The total number of Employees remained the same over the last few years.

Asset Profile

Their $6.23Bn in assets advised are owned by 39 private funds, 1 public fund and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $6Bn or 96.39% of Total Assets and Investment Companies (IC) own $225mn or 3.61% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Early Stage, Traditional LBO and Multi Strat, representing 83.78%, 15.63% and 0.58% of total assets, respectively.

Client Profile

They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Investment Companies (IC).

Service Provider Profile

The Group uses 2 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 4 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $32.36mn in assets.

Fee Profile

The Group does not disclose any type of fee.

Sub-Advisers

ELEVATION CAPITAL GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: ELEVATION CAPITAL GROUP

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Keywords: Elevation Capital Group, Elevation Capital Asset Management, Elevation Capital Partners, Elevation Holdings, Elevation
Generated 2026-09-12T06:48:15.62529.  © 2026 Convergence.