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advised by ELM WEALTH
Delaware, United States
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 | $334M | 56 | $2.0M | 3500.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| Aug 16, 2024 | $334M | 56 | $2.0M | 3500.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| Jun 26, 2024 | $334M | 56 | $2.0M | 3500.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| Jun 18, 2024 | $334M | 56 | $2.0M | 3500.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| Apr 26, 2024 | $334M | 56 | $2.0M | 3500.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| Mar 20, 2024 | $334M | 56 | $2.0M | 3500.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| Sep 28, 2023 | $309M | 56 | $2.0M | 3400.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| Feb 24, 2023 | $309M | 56 | $2.0M | 3400.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| Jul 25, 2022 | $312M | 60 | $2.0M | 3300.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| Apr 12, 2022 | $312M | 60 | $2.0M | 3300.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| Apr 12, 2022 | $312M | 60 | $2.0M | 3300.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| Apr 7, 2022 | $312M | 60 | $2.0M | 3300.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| Mar 7, 2022 | $312M | 60 | $2.0M | 3300.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| Nov 12, 2021 | $312M | 60 | $2.0M | 3300.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| Oct 25, 2021 | $312M | 60 | $2.0M | 3300.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| Mar 3, 2021 | $312M | 60 | $2.0M | 3300.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| Oct 22, 2020 | $302M | 61 | $2.0M | 3000.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| Jul 14, 2020 | $302M | 61 | $2.0M | 3000.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| May 22, 2020 | $302M | 61 | $2.0M | 3000.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| Mar 11, 2020 | $302M | 61 | $2.0M | 3000.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| Feb 26, 2020 | $302M | 61 | $2.0M | 3000.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| Aug 2, 2019 | $283M | 62 | $2.0M | 3000.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| Apr 3, 2019 | $283M | 62 | $2.0M | 3000.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| Mar 13, 2019 | $283M | 62 | $2.0M | 3000.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| Mar 11, 2019 | $283M | 62 | $2.0M | 3000.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| Feb 4, 2019 | $282M | 62 | $2.0M | 3300.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| Nov 5, 2018 | $282M | 62 | $2.0M | 3300.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| Jun 20, 2018 | $282M | 62 | $2.0M | 3300.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| Jun 11, 2018 | $282M | 62 | $2.0M | 3300.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| May 2, 2018 | $282M | 62 | $2.0M | 3300.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| Apr 13, 2018 | $282M | 62 | $2.0M | 3300.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| Mar 21, 2018 | $282M | 62 | $2.0M | 3300.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| Mar 12, 2018 | $236M | 58 | $2.0M | 3300.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| Dec 20, 2017 | $236M | 58 | $2.0M | 3300.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| Dec 19, 2017 | $236M | 58 | $2.0M | 3300.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| Mar 15, 2017 | $236M | 58 | $2.0M | 3300.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| Mar 8, 2017 | $236M | 58 | $2.0M | 3300.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| Mar 30, 2015 | $204M | 60 | $2.0M | 3300.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| Nov 17, 2014 | $129M | 34 | $500,000 | 3800.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| Nov 14, 2014 | $129M | 34 | $500,000 | 3800.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| Feb 21, 2014 | $129M | 34 | $500,000 | 3800.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| Apr 29, 2013 | $129M | 34 | $500,000 | 3800.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| Apr 26, 2013 | $129M | 34 | $500,000 | 3800.0% | yes | ELM PARTNERS PORTFOLIO LLC |
| 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 |
| VANGUARD MARKETING CORPORATION | VANGUARD MARKETING CORPORATION | Malvern | Pennsylvania | United States | no | 8-21570 |