The ELGETHUN CAPITAL MANAGEMENT is a privately held investment adviser that advises $1.14Bn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. ELGETHUN CAPITAL MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 157.77% over the last 5-years.
The Group has been registered with the SEC for 20.21 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 231 S. PHILLIPS AVE. SUITE 201, SIOUX FALLS, SOUTH DAKOTA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 13 employees comprised of 10 investment and 3 non-investment staff. The total number of Employees increased by 160% over the last 5-years.
Their $1.14Bn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 7 other accounts. Assets of High Net Worth Individuals clients own $983.45mn or 86.27% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $86mn or 7.54% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse and Multi Strat, representing 91.13% and 8.87% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 3 Fund Administrators, 1 Fund Auditors, 2 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
ELGETHUN CAPITAL MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.