PPrivate Fund Data Log in Join · $37/mo

Elevation Capital Advisory, LLC

● SEC registered since 2020CRD 171473SEC# 801-118748Bend, OR
Export (members)
Reg. AUM
$241.2M
Employees
8
Accounts
1,733
Location
Bend, OR

Elevation Capital Advisory, LLC assets under management

Elevation Capital Advisory, LLC is an investment advisory firm registered with the SEC based in Bend, OR. The firm has been registered since 2020. It reports $241.2 million in regulatory assets under management and employs 8 people.
www.elevationcapitalstrategies.comView on SEC.gov ↗

Elevation Capital Advisory, LLC owners & executives

1 reported
NameTitleOwnershipSince
Ryan Robert SanfordPresident And Chief Compliance OfficerOver 75%2018

Frequently asked questions

How much does Elevation Capital Advisory, LLC manage?

Elevation Capital Advisory, LLC reports $241.2 million in regulatory assets under management on its Form ADV.

How many employees does Elevation Capital Advisory, LLC have?

Elevation Capital Advisory, LLC reports 8 employees.

Where is Elevation Capital Advisory, LLC located?

Elevation Capital Advisory, LLC is based in Bend, OR and has been SEC-registered since 2020.

Does Elevation Capital Advisory, LLC disclose fund performance?

Elevation Capital Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address775 SW Bonnett Way, Suite 220, Bend, OR 97702
Phone(541) 728-0321
Office hours9 a.m. To 5 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1871112
Discloses disciplinary historyNo

Assets under management

Discretionary$241.2M
Non-discretionary$0
Total (RAUM)$241.2M