Black Elm Advisers, LLC

Overview

Black Elm Advisers, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm serves both individual and family clients as well as institutional accounts, with a primary advisory activity of portfolio management for individuals and small businesses. Its fee arrangements combine a percentage-of-AUM schedule with the ability to charge performance-based fees. The adviser is registered in Florida and Illinois and is not positioned as a capital allocator; it does not identify as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices