| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Elm Partners Portfolio LLC | Other Private | $360.5M | $2M |
| Elm Partners Portfolio Ltd. | Other Private | $251.4M | $1M |
| Elm Partners All Equity Portfolio Ltd | Other Private | $48.2M | $1M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Cygnet Capital LLC Control | Holding Company Parent | Over 75% | 2012 |
| James Woodson White Control | Chief Executive Officer And Chief Compliance Officer | Under 5% | 2017 |
| Jerry Arch Bell Control | Chief Revenue Officer | Under 5% | 2024 |
Elm Partners Management LLC reports $2 billion in regulatory assets under management on its Form ADV.
Elm Partners Management LLC manages 3 private funds with combined gross assets of $660.1 million.
Elm Partners Management LLC reports 7 employees.
Elm Partners Management LLC is based in Philadelphia, PA and has been SEC-registered since 2013.
Elm Partners Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 50 S 16th St., Suite 1700, Philadelphia, PA 19102 |
| Phone | (888) 676-3148 |
| Fax | (888) 676-3148 |
| Office hours | By Appointment |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $2.02B |
| Non-discretionary | $0 |
| Total (RAUM) | $2.02B |