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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

ELEVATION MANAGEMENT, LLC

CRD 160917

MENLO PARK, CA

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Search this name across graphsid dfx:ria:320873b1-c995-b706-b592-e110a3386d4a

Data as of Mar 25, 2014 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 0
On other graphs: 2
Observed: Feb 10, 2012 to Mar 25, 2014
4 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Elevation Management, LLC

Private equity manager · cited, shared crd

Allocatorsidentity

Elevation Management, LLC

Manager with allocator commitments · cited, shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $428MItem 5.F on the latest filing (2014-03-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $428M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 15
Advisory employees: 9
Accounts: 7
Private funds: 7Schedule D 7.B(1)
Private fund GAV: $428Mgross asset value as reported per fund; never fund size
Custody, client assets: $324M
SEC number: 801-73333
CRD: 160917
Filings on the tape: 4
First filed: Feb 10, 2012
Latest filed: Mar 25, 2014
Organised: Limited Liability Company, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
ELEVATION GP PARTICIPANTS, L.P.	Private Equity Fund	$50.8M	Dec 4, 2012	33	Feb 10, 2012	dropped	n/a
ELEVATION PARTNERS, L.P.	Private Equity Fund	$20.6M	Feb 12, 2021	121	Feb 10, 2012	reported	021-69354
ELEVATION INVESTORS, LLC	Private Equity Fund	$4.0M	Dec 4, 2012	4	Feb 10, 2012	dropped	n/a
ELEVATION MSP, L.P.	Private Equity Fund	$3.5M	Feb 12, 2021	121	Feb 10, 2012	reported	n/a
ELEVATION MSP BLOCKER CORP.	Private Equity Fund	$638,000	Feb 12, 2021	33	Feb 10, 2012	reported	n/a
ELEVATION DUNDEE PARTNERS, L.P.	Private Equity Fund	$163,000	Feb 12, 2021	121	Feb 10, 2012	reported	n/a
ELEVATION OFFSHORE PARTNERS, LTD.	Private Equity Fund	$114,000	Feb 12, 2021	12	Feb 10, 2012	reported	n/a
ELEVATION DUNDEE BLOCKER CORP.	Private Equity Fund	$27,000	Feb 12, 2021	33	Feb 10, 2012	reported	n/a
ELEVATION EMPLOYEE SIDE FUND, LLC	Private Equity Fund	$1,000	Feb 12, 2021	15	Feb 10, 2012	reported	n/a
ELEVATION INVESTORS (BPIF), LLC	Private Equity Fund	$0	Dec 4, 2012	8	Feb 10, 2012	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ANDERSON, FRED, DECKER	Member	C	yes	10/2005	Feb 10, 2012	Mar 25, 2014
HEWSON, PAUL	President	E	yes	04/2004	Feb 10, 2012	Mar 25, 2014
HEWSON, PAUL	Manager	Na	yes	10/2005	Feb 10, 2012	Mar 25, 2014
MCNAMEE, ROGER	Member	C	yes	04/2004	Feb 10, 2012	Mar 25, 2014
PDH, INC.	Member	C	yes	10/2005	Feb 10, 2012	Mar 25, 2014
PEARLMAN, BRET, DAVID	Member	C	yes	10/2005	Feb 10, 2012	Mar 25, 2014
HOGAN, TRACY	CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER	Na	no	10/2005	Feb 10, 2012	Mar 25, 2014

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	n/a	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2013	Mar 25, 2014	$428M	$428M	15	9	n/a	7	$428M
2012	Apr 1, 2013	$1.0B	$1.0B	16	9	n/a	7	$1.0B

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2013	$428M	$1.0B	-58.5%	n/a	n/a	15	16	n/a	n/a

Relationships

Advises (10)

→ ELEVATION EMPLOYEE SIDE FUND, LLCPrivate fundPrivate Equity Fund, ERA
Feb 10, 2012 to presentfactForm ADV
→ ELEVATION MSP, L.P.Private fundPrivate Equity Fund, ERA
Feb 10, 2012 to presentfactForm ADV
→ ELEVATION MSP BLOCKER CORP.Private fundPrivate Equity Fund, ERA
Feb 10, 2012 to presentfactForm ADV
→ ELEVATION OFFSHORE PARTNERS, LTD.Private fundPrivate Equity Fund, ERA
Feb 10, 2012 to presentfactForm ADV
→ ELEVATION DUNDEE PARTNERS, L.P.Private fundPrivate Equity Fund, ERA
Feb 10, 2012 to presentfactForm ADV
→ ELEVATION PARTNERS, L.P.Private fundPrivate Equity Fund, ERA
Feb 10, 2012 to presentfactForm ADV
→ ELEVATION DUNDEE BLOCKER CORP.Private fundPrivate Equity Fund, ERA
Feb 10, 2012 to presentfactForm ADV
→ ELEVATION INVESTORS (BPIF), LLCPrivate fundPrivate Equity Fund, IA, no longer reported
Feb 10, 2012 to Dec 4, 2012factForm ADV
→ ELEVATION GP PARTICIPANTS, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Feb 10, 2012 to Dec 4, 2012factForm ADV
→ ELEVATION INVESTORS, LLCPrivate fundPrivate Equity Fund, IA, no longer reported
Feb 10, 2012 to Dec 4, 2012factForm ADV

Controls (5)

← PEARLMAN, BRET, DAVIDOwnerMEMBER, ownership code C, individual
Feb 10, 2012 to presentfactForm ADV
← ANDERSON, FRED, DECKEROwnerMEMBER, ownership code C, individual
Feb 10, 2012 to presentfactForm ADV
← MCNAMEE, ROGEROwnerMEMBER, ownership code C, individual
Feb 10, 2012 to presentfactForm ADV
← HEWSON, PAULOwnerPRESIDENT, ownership code E, individual
Feb 10, 2012 to presentfactForm ADV
← PDH, INC.OwnerMEMBER, ownership code C, domestic entity
Feb 10, 2012 to presentfactForm ADV

Owns (1)

← HOGAN, TRACYOwnerCHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 10, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:320873b1-c995-b706-b592-e110a3386d4a
First observed: Feb 10, 2012
Last observed: Mar 25, 2014 152 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ELEVATION MANAGEMENT, LLC

CRD 160917

MENLO PARK, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:320873b1-c995-b706-b592-e110a3386d4a

Data as of Mar 25, 2014 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:48 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

ELEVATION GP PARTICIPANTS, L.P.

Private Equity Fund

$50.8M

Dec 4, 2012

Feb 10, 2012

dropped

n/a

ELEVATION PARTNERS, L.P.

Private Equity Fund

$20.6M

Feb 12, 2021

121

Feb 10, 2012

reported

021-69354

ELEVATION INVESTORS, LLC

Private Equity Fund

$4.0M

Dec 4, 2012

Feb 10, 2012

dropped

n/a

ELEVATION MSP, L.P.

Private Equity Fund

$3.5M

Feb 12, 2021

121

Feb 10, 2012

reported

n/a

ELEVATION MSP BLOCKER CORP.

Private Equity Fund

$638,000

Feb 12, 2021

Feb 10, 2012

reported

n/a

ELEVATION DUNDEE PARTNERS, L.P.

Private Equity Fund

$163,000

Feb 12, 2021

121

Feb 10, 2012

reported

n/a

ELEVATION OFFSHORE PARTNERS, LTD.

Private Equity Fund

$114,000

Feb 12, 2021

Feb 10, 2012

reported

n/a

ELEVATION DUNDEE BLOCKER CORP.

Private Equity Fund

$27,000

Feb 12, 2021

Feb 10, 2012

reported

n/a

ELEVATION EMPLOYEE SIDE FUND, LLC

Private Equity Fund

$1,000

Feb 12, 2021

Feb 10, 2012

reported

n/a

ELEVATION INVESTORS (BPIF), LLC

Private Equity Fund

Dec 4, 2012

Feb 10, 2012

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ANDERSON, FRED, DECKER

Member

yes

10/2005

Feb 10, 2012

Mar 25, 2014

HEWSON, PAUL

President

yes

04/2004

Feb 10, 2012

Mar 25, 2014

HEWSON, PAUL

Manager

yes

10/2005

Feb 10, 2012

Mar 25, 2014

MCNAMEE, ROGER

Member

yes

04/2004

Feb 10, 2012

Mar 25, 2014

PDH, INC.

Member

yes

10/2005

Feb 10, 2012

Mar 25, 2014

PEARLMAN, BRET, DAVID

Member

yes

10/2005

Feb 10, 2012

Mar 25, 2014

HOGAN, TRACY

CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER

10/2005

Feb 10, 2012

Mar 25, 2014

City

State

Country

Employees

Also broker-dealer

NEW YORK

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2013

Mar 25, 2014

$428M

n/a

$428M

2012

Apr 1, 2013

$1.0B

n/a

$1.0B

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2013

$428M

$1.0B

-58.5%

n/a