Ellevity Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 282390
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI82.04%
- Pooled Investment Vehicles7.37%
- Corporations / Businesses6.1%
- Individuals4.49%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ellevity Capital, LLC operates as a small hedge-fund–style investment advisor that serves both high-net-worth individuals and institutional clients. The firm focuses on active portfolio management across separately managed accounts and pooled vehicles, and its fee model combines a percentage-of-AUM charge with performance-based fees, which aligns pay to return. Advisory activities include direct portfolio management for individuals and small businesses, management of pooled investment vehicles, and institutional or business portfolios. The firm does not identify as an ESG-focused investor. Investment activity leans toward multi-strategy exposure: besides traditional long/short or event-driven hedge strategies implied by its classification, Ellevity Capital uses mutual funds and third-party alternative managers to gain exposure to real assets and commodity markets. Its preference profile and use of performance fees suggest an active trading and opportunistic allocation approach rather than a passive, buy-and-hold tilt.
Assets & Accounts
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
- Other63%
- Cash & Cash Equivalents20%
- Exchange Traded Equities18%
- Public Funds/Mutual Funds4%
Owners & executives
1 of 1
Dorian Punj
President, CEOCRD 6606715
Contacts
1 of 1Julia Punj
Executive Vice PresidentCRD 6606717
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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