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ELM PARTNERS MANAGEMENT LLC, CRD 167225
PHILADELPHIA, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JAMES WOODSON WHITE | n/a | PHILADELPHIA, PA | 8 | 18 | n/a | no |
| VICTOR JOHN HAGHANI | n/a | PHILADELPHIA, PA | Wilson, WY | 7 | 41 | n/a | no |
| Michael Edward Fothergill | n/a | PHILADELPHIA, PA | 6 | 13 | n/a | no |
| Brandon Labbe | n/a | PHILADELPHIA, PA | 2 | 12 | n/a | no |
| JERRY ARCH BELL | n/a | PHILADELPHIA, PA | 2 | 13 | n/a | no |
| Nolan Henry Lenaghan | n/a | PHILADELPHIA, PA | 1 | 10 | n/a | no |
| Francisco Agrest | n/a | PHILADELPHIA, PA | 0 | 11 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| ELM PARTNERS PORTFOLIO LLC | Other Private Fund | $334M | Dec 11, 2024 | 56 | Apr 26, 2013 | dropped | 021-178265 |
| ELM PARTNERS PORTFOLIO LTD. | Other Private Fund | $297M | Sep 3, 2026 | 50 | Apr 26, 2013 | reported | 021-178265 |
| ELM PARTNERS ALL EQUITY PORTFOLIO LTD | Other Private Fund | $58.8M | Sep 3, 2026 | 9 | Jul 14, 2020 | reported | n/a |
| ELM PARTNERS GLOBAL RISK ASSET LTD. | Hedge Fund | $0 | Mar 30, 2015 | 0 | Mar 30, 2015 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BELL, JERRY, ARCH | CHIEF REVENUE OFFICER | Na | yes | 04/2024 | Sep 3, 2026 | Sep 3, 2026 |
| CYGNET CAPITAL LLC | HOLDING COMPANY PARENT | E | yes | 03/2012 | Sep 3, 2026 | Sep 3, 2026 |
| HAGHANI, VICTOR, JOHN | CHIEF INVESTMENT OFFICER | Na | yes | 03/2012 | Sep 3, 2026 | Sep 3, 2026 |
| WHITE, JAMES, WOODSON | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | Na | yes | 11/2017 | Sep 3, 2026 | Sep 3, 2026 |
| HAGHANI, CELESTE, LEE | Member | E | yes | 03/2012 | Apr 26, 2013 | Dec 11, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 29, 2026 | $3.0B | $3.0B | 8 | 7 | 1 | 2 | n/a |
| 2024 | Mar 31, 2025 | $2.0B | $2.0B | 7 | 5 | 1 | 3 | n/a |
| 2023 | Mar 20, 2024 | $1.5B | $1.5B | 6 | 3 | 1 | 3 | $618M |
| 2022 | Feb 24, 2023 | $1.3B | $1.3B | 5 | 3 | 1 | 3 | $578M |
| 2021 | Mar 7, 2022 | $1.3B | $1.3B | 5 | 3 | 1 | 3 | $666M |
| 2020 | Mar 3, 2021 | $1.1B | $1.1B | 4 | 3 | 1 | 3 | $666M |
| 2019 | Feb 26, 2020 | $958M | $958M | 4 | 3 | 1 | 2 | $543M |
| 2018 | Mar 11, 2019 | $743M | $743M | 3 | 2 | 1 | 2 | $454M |
| 2017 | Mar 12, 2018 | $619M | $619M | 8 | 2 | 0 | 2 | $324M |
| 2016 | Mar 8, 2017 | $404M | $404M | 8 | 4 | n/a | 2 | $324M |
| 2014 | Mar 30, 2015 | $286M | $286M | 4 | 2 | n/a | 3 | $286M |
| 2013 | Feb 21, 2014 | $220M | $220M | 4 | 3 | n/a | 2 | $163M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $3.0B | $2.0B | 49.5% | $1.3B | 33.2% | 9 | 7 | 1 | 1 |