Elemental Capital Partners LLC

RIASEC RegisteredEst. 2021
Total AUM
$193M
Discretionary
$193M
100% of AUM
Avg account
$1.6M
Accounts
122
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
283897
Registered since
February 19, 2021
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI96.87%
  • Individuals3.13%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Elemental Capital Partners LLC is a small, SEC-registered advisory firm organized as an LLC and registered in 2021. The firm is owner-managed and serves primarily individuals and families, providing portfolio management services for individuals and small businesses on a fee basis tied to assets under management. Elemental reports it is not an active ESG investor, is not structured as a multi-state adviser, and does not operate as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 89%, Cash & Cash Equivalents 11%89%
  • Exchange Traded Equities89%
  • Cash & Cash Equivalents11%

Contacts

1 of 1
  • Brian Wu

    Brian Wu

    Founder and PresidentCRD 4081148

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth