ELEPHANT

RIASEC RegisteredEst. 2022
Total AUM
$3.6B
Discretionary
$3.6B
100% of AUM
Avg account
$274M
Accounts
13
Employees
21
Advisory reps
3

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
282189
Registered since
May 11, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Elephant is a multifaceted fund manager that operates primarily through pooled investment vehicles, with its activity concentrated in venture capital and a smaller hedge fund presence. The firm serves institutional clients and typically acts as sponsor, general partner and managing member for the funds it runs, taking an active role in deal selection, portfolio construction and ongoing management. Elephant charges a mix of percentage-of-AUM fees and performance-based fees, reflecting a traditional manager-plus-carry structure common to venture and hedge fund managers. Investment preference is strongly tilted toward private markets: the firm’s largest exposure is to venture capital strategies, with a bulk of its capital organized into closed-end VC funds. Elephant is not an active ESG investor and does not present itself as a multi-state adviser for retail clients; its structure and client base indicate a focus on institutional limited partners and sophisticated investors.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • PATRICK CAMMARATA

    Chief Operating Officer and Chief Compliance OfficerCRD 6039263

Contacts

2 of 2
  • ANDREW HUNT

    Managing MemberCRD 4689540

  • JEREMIAH DALY

    Managing MemberCRD 6586334

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
8 Newbury St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth