DFX Intelligence
Data Factory
Reading the graph
Reading the graph
advised by ELM WEALTH
Cayman Islands
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Dec 11, 2024 | $264M | 50 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Aug 16, 2024 | $264M | 50 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Jun 26, 2024 | $264M | 50 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Jun 18, 2024 | $264M | 50 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Apr 26, 2024 | $264M | 50 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Mar 20, 2024 | $264M | 50 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Sep 28, 2023 | $248M | 51 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Feb 24, 2023 | $248M | 51 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Jul 25, 2022 | $226M | 46 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Apr 12, 2022 | $226M | 46 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Apr 12, 2022 | $226M | 46 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Apr 7, 2022 | $226M | 46 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Mar 7, 2022 | $226M | 46 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Nov 12, 2021 | $226M | 46 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Oct 25, 2021 | $226M | 46 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Mar 3, 2021 | $226M | 46 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Oct 22, 2020 | $241M | 45 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Jul 14, 2020 | $241M | 45 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| May 22, 2020 | $241M | 45 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Mar 11, 2020 | $241M | 45 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Feb 26, 2020 | $241M | 45 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Aug 2, 2019 | $171M | 38 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Apr 3, 2019 | $171M | 38 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Mar 13, 2019 | $171M | 38 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Mar 11, 2019 | $171M | 38 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Feb 4, 2019 | $135M | 38 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Nov 5, 2018 | $135M | 38 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Jun 20, 2018 | $135M | 38 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Jun 11, 2018 | $135M | 38 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| May 2, 2018 | $135M | 38 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Apr 13, 2018 | $135M | 38 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Mar 21, 2018 | $135M | 38 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Mar 12, 2018 | $88.7M | 26 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Dec 20, 2017 | $88.7M | 26 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Dec 19, 2017 | $88.7M | 26 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Mar 15, 2017 | $88.7M | 26 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Mar 8, 2017 | $88.7M | 26 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Mar 30, 2015 | $82.1M | 18 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Nov 17, 2014 | $34.0M | 3 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Nov 14, 2014 | $34.0M | 3 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Feb 21, 2014 | $34.0M | 3 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Apr 29, 2013 | $34.0M | 3 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Apr 26, 2013 | $34.0M | 3 | $1.0M | 0.0% | yes | ELM PARTNERS PORTFOLIO LTD. |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| FIDELITY BROKERAGE SERVICES LLC | FIDELITY BROKERAGE SERVICES LLC | Smithfield | Rhode Island | United States | no | 8-23292 |
| INTERACTIVE BROKERS LLC | INTERACTIVE BROKERS LLC | Greenwich | Connecticut | United States | no | 8-47257 |