ELM Tree Capital Management LLC

Overview

Elm Tree Capital Management LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm adopts a fee structure based on a percentage of assets under management and hourly charges. While it does not engage in capital allocation or act as a pension consultant, it is dedicated to managing investments for its client base, which consists of individual and family clients. Elm Tree Capital Management LLC does not actively pursue ESG investments and is not classified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices