WEST ELK CAPITAL, LLC

RIASEC RegisteredEst. 2018
Total AUM
$152M
Discretionary
$152M
100% of AUM
Avg account
$152M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
Atlanta, Georgia
CRD number
292743
Registered since
March 19, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

West Elk Capital, LLC is a privately owned hedge fund adviser that registered with the SEC in 2018. The firm focuses on managing pooled investment vehicles for institutional clients and operates under an LLC ownership structure with an individual owner. Its compensation combines an asset-based fee with performance-linked fees. West Elk does not position itself as an ESG investor, does not operate as a multi-state adviser, and is not a pension consultant. The firm also functions in sponsor and general partner roles for pooled vehicles and is reported as a related adviser to other investment entities.

Assets & Accounts

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

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Client base

Client personas

Owners & executives

1 of 1
  • JASON JOFFE

    Managing Partner and Chief Investment OfficerCRD 4270351

Contacts

1 of 1
  • MORGAN DUKE

    Managing PartnerCRD 6913612

Wealth teams

FINTRX

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

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
1 Glenlake Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth