| Name | Title | Ownership | Since |
|---|---|---|---|
| Allianz Strategic Investments, LLC | Shareholder (preferred) | 5-10% | 2020 |
| Charles Hope Kroll | Shareholder (common) | 10-25% | 2014 |
| Denise June Brochu | Chief Compliance Officer | Under 5% | 2025 |
Ellevest, Inc. reports $2.1 billion in regulatory assets under management on its Form ADV.
Ellevest, Inc. reports 59 employees.
Ellevest, Inc. is based in New York, NY and has been SEC-registered since 2015.
Ellevest, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 228 Park Ave S, Pmb 94934, New York, NY 10003 |
| Phone | 844-355-7100 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $2.13B |
| Non-discretionary | $0 |
| Total (RAUM) | $2.13B |