Elbrus Partners, LLC
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 a small, fee-based registered adviser that manages portfolios for individual and family clients and small businesses. The firm operates as a limited liability company and charges fees as a percentage of assets under management. Its stated advisory activity is portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not report roles as a capital allocator, pension consultant, or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Contacts
1 of 1
Brandon Barrett
Managing Director / Investment Adviser RepresentativeCRD 5679926
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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