Elbrus Partners, LLC
RIAState Registered
Total AUM
$11.2M
Discretionary
$11.2M
100% of AUM
Avg account
$261K
Accounts
43
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 289160
- Website
- elbruspartners.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI55.31%
- Individuals44.69%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Elbrus Partners, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on portfolio management for individuals and small businesses and serves an individual and family client base. Its advisory fees are charged as a percentage of assets under management. The firm does not identify as an active ESG investor, and its business classification does not indicate roles such as pension consulting, multi-state adviser registration, or acting as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Exchange Traded Equities35%
- Cash & Cash Equivalents6%
- Derivatives1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Indigo Asset Management, Inc.
RIAAUM $11.2MTEAM 1REPS 1
Beingfit Financial
RIAAUM $11.2MTEAM 1REPS 1
Advisors Crypto, Inc.
RIAAustin, TX
AUM $11.2MTEAM 2REPS 1
Northfront Financial USA Inc
RIACalgary
AUM $11.3MTEAM 5REPS 2
Tech Wealth, LLC
RIALehi, UT
AUM $11.2MTEAM 1REPS 1
Faulkner Financial Planning, LLC
RIAAUM $11.2MTEAM 1REPS 1