PPrivate Fund Data Log in Join · $37/mo

Ewg Elevate Inc.

CRD 291805SEC# 801-113898Roseville, CA
Export (members)
No longer SEC-registered. Ewg Elevate Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$578.4M
Employees
23
Accounts
1,620
Location
Roseville, CA

Ewg Elevate Inc. assets under management

Ewg Elevate Inc. is an investment advisory firm registered with the SEC based in Roseville, CA. It reports $578.4 million in regulatory assets under management and employs 23 people.
View on SEC.gov ↗

Ewg Elevate Inc. owners & executives

3 reported
NameTitleOwnershipSince
Michael Jude Clarke ControlVice President25-50%2018
Richard Lee Watson ControlPresident And Chief Compliance Officer50-75%2018
Stephen Michael HolmesPortfolio Administration & Branch SupervisionUnder 5%2018

Frequently asked questions

How much does Ewg Elevate Inc. manage?

Ewg Elevate Inc. reports $578.4 million in regulatory assets under management on its Form ADV.

How many employees does Ewg Elevate Inc. have?

Ewg Elevate Inc. reports 23 employees.

Where is Ewg Elevate Inc. located?

Ewg Elevate Inc. is based in Roseville, CA.

Does Ewg Elevate Inc. disclose fund performance?

Ewg Elevate Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3200 Douglas Blvd, Ste. 305, Roseville, CA 95661
Office hours8:30a.m.- 4:30p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$558.5M
Non-discretionary$19.8M
Total (RAUM)$578.4M