FIVE ELMS CAPITAL
Firm details
- Headquarters
- KANSAS CITY, Missouri
- CRD number
- 163548
- Registered since
- July 31, 2017
- Website
- www.fiveelms.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Five Elms Capital is organized as a domestic limited liability company that functions as a private equity fund manager and adviser to pooled vehicles. The firm targets institutional clients and runs portfolio management for pooled investment vehicles, acting in sponsor and general partner capacities where it sponsors and manages pooled funds. Its fee model combines a percentage-of-assets component with performance-based fees. Five Elms Capital registered with the SEC in 2017 and does not present itself as a multi-state or newly formed adviser; it does not identify as an active ESG investor.
Assets & Accounts
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
Contacts
3 of 3JENNIFER WITT
General CounselCRD 7875148
FREDERICK COULSON
Managing Partner, FounderCRD 3010435
KALIE MCCOLLAUGH
Director of FinanceCRD 6715302
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
KANSAS CITY, MO
JACKSON
Location
KANSAS CITY, MO
Headquartered in KANSAS CITY, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- JACKSON
- Address
- 4801 Main St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
COMMERCE INVESTMENT ADVISORS, INC.
RIAKANSAS CITY, MO
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.
RIAKANSAS CITY, MO
ATWOOD & PALMER, INC.
RIAKANSAS CITY, MO
PLATFORM INVESTMENTS, LLC
RIAKANSAS CITY, MO
PANDI, LLC
RIAKANSAS CITY, MO
PRAIRIE CAPITAL MANAGEMENT GROUP, LLC
RIAKANSAS CITY, MO