HTTP://WWW.ELMFUNDS.COM/ WILSON, WY How do I update this listing?

ELM Partners Management is based out of Wilson. ELM Partners Management is a large advisory firm with 113 clients and discretionary assets under management (AUM) of $619,218,128 (Form ADV from 2018-06-20). Their last reported 13F filing for Q4 2018 included $289,665,000 in managed 13F securities and a top 10 holdings concentration of 82.89%. ELM Partners Management's largest holding is SPDR Bloomberg Barclays 1-3 Month T-Bill ET with shares held of 894,154. Whalewisdom has at least 1 13F filings

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

Classified as Hedge Fund


Business Phone: (800) 459-7591
Fax: (307) 333-0246
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: WY
Number of employees: 8
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 416,569,000
Total Number of Clients: 113
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.C (5)
Data above was derived from SEC filings.

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018


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