The ELM PARTNERS MANAGEMENT LLC is a privately held investment adviser that advises $3.1Bn in regulatory assets under management held in 2 SEC fund types across 4 investment strategies. ELM PARTNERS MANAGEMENT LLC is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 170.2% over the last 5-years.
The Group has been registered with the SEC for 13.22 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 50 S 16TH ST. FL 18 STE C, PHILADELPHIA, PENNSYLVANIA. The Group has been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 8 employees comprised of 7 investment and 1 non-investment staff. The total number of Employees increased by 100% over the last 5-years.
Their $3.1Bn in assets advised are owned by 3 private funds, 1 public fund and BDCs and 7 other accounts. Assets of High Net Worth Individuals clients own $2.03Bn or 65.58% of Total Assets and Investment Companies (IC) own $579mn or 18.71% of Total Assets.
The Group's top investment strategies include Multi Strat, Exchange Traded Funds and Long/Short Equity, representing 61.92%, 31.8% and 6.29% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Investment Companies (IC).
The Group uses 2 Fund Administrators, 3 Fund Auditors, 0 Prime Brokers, 4 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
ELM PARTNERS MANAGEMENT LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 1 fund.