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

ELMROX INVESTMENT GROUP IM L.P.

CRD 173302

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:790bd1e0-aa9b-1b94-5e0b-0fd1536da86a

Data as of Mar 30, 2016 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Oct 1, 2014 to Mar 30, 2016
6 observations

Across DFX

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.

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: $100MItem 5.F on the latest filing (2016-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $100M
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: 2
Advisory employees: 2
Accounts: 1
SEC number: 801-80449
CRD: 173302
Filings on the tape: 6
First filed: Oct 1, 2014
Latest filed: Mar 30, 2016
Organised: Partnership, 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
ELMROX LONG TERM RETURNS MASTER FUND LTD.	Hedge Fund	$107M	Mar 31, 2015	3	Oct 1, 2014	reported	n/a
ELMROX LONG TERM RETURNS FUND LLC	Hedge Fund	$101M	Mar 31, 2015	3	Oct 1, 2014	reported	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
ELMROX GP LLC	GENERAL PARTNER	E	yes	10/2014	Oct 1, 2014	Mar 30, 2016
LAWRENCE, DANIEL, WILLIAM	Member	E	yes	10/2014	Oct 1, 2014	Mar 30, 2016
LAWRENCE, DANIEL, WILLIAM	Principal	Na	yes	04/2014	Oct 1, 2014	Mar 30, 2016
RUBIN, SHELDON, KALMAN	CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER	Na	no	11/2014	Oct 1, 2014	Mar 30, 2016

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
2015	Mar 30, 2016	$100M	$100M	2	2	n/a	n/a	n/a
2014	Mar 31, 2015	$107M	$107M	5	4	n/a	2	$209M

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
2015	$100M	$107M	-6.7%	n/a	n/a	2	5	n/a	n/a

Relationships

Owns (1)

← RUBIN, SHELDON, KALMANOwnerCHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 1, 2014 to presentfactForm ADV

Controls (2)

← LAWRENCE, DANIEL, WILLIAMOwnerMEMBER, ownership code E, individual
Oct 1, 2014 to presentfactForm ADV
← ELMROX GP LLCOwnerGENERAL PARTNER, ownership code E, domestic entity
Oct 1, 2014 to presentfactForm ADV

Advises (2)

→ ELMROX LONG TERM RETURNS FUND LLCPrivate fundHedge Fund, IA
Oct 1, 2014 to presentfactForm ADV
→ ELMROX LONG TERM RETURNS MASTER FUND LTD.Private fundHedge Fund, IA
Oct 1, 2014 to presentfactForm ADV

Dated events

Occurred
Oct 1, 2014
First Form ADV filing
Elmrox Investment Group Im L.P. filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:790bd1e0-aa9b-1b94-5e0b-0fd1536da86a
First observed: Oct 1, 2014
Last observed: Mar 30, 2016 127 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.

ELMROX INVESTMENT GROUP IM L.P.

CRD 173302

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:790bd1e0-aa9b-1b94-5e0b-0fd1536da86a

Data as of Mar 30, 2016 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:31 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

ELMROX LONG TERM RETURNS MASTER FUND LTD.

Hedge Fund

$107M

Mar 31, 2015

Oct 1, 2014

reported

n/a

ELMROX LONG TERM RETURNS FUND LLC

Hedge Fund

$101M

Mar 31, 2015

Oct 1, 2014

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ELMROX GP LLC

GENERAL PARTNER

yes

10/2014

Oct 1, 2014

Mar 30, 2016

LAWRENCE, DANIEL, WILLIAM

Member

yes

10/2014

Oct 1, 2014

Mar 30, 2016

LAWRENCE, DANIEL, WILLIAM

Principal

yes

04/2014

Oct 1, 2014

Mar 30, 2016

RUBIN, SHELDON, KALMAN

CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER

11/2014

Oct 1, 2014

Mar 30, 2016

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2015

Mar 30, 2016

$100M

n/a

2014

Mar 31, 2015

$107M

n/a

$209M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2015

$100M

$107M

-6.7%

n/a