DFX Intelligence

E•• P••••••• G••••• R••• A•••• L•••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fundhedge fund3(c)(1)fund of fundsdropped

E•• P••••••• G••••• R••• A•••• L•••

advised by ELM WEALTH

Cayman Islands

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Search this name across graphsid dfx:ria:9dc3a219-7506-c089-6502-de73963b72ea

Data as of Mar 30, 2015 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: Mar 30, 2015 to Mar 30, 2015
1 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

Adviser: ELM WEALTHCRD 167225
Fund type: Hedge Fund
Latest reported GAV: $0••• Locked
Peak reported GAV: $0
Beneficial owners: 0
Minimum investment: $1.0M
Owned by the adviser: 0%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited

Reported gross asset value by filing

••• Locked

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 30, 2015	$0	0	$1.0M	0.0%	yes	E•• P••••••• G••••• R••• A•••• L•••

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
MORGAN STANLEY	MORGAN STANLEY SMITH BARNEY LLC	Purchase	New York	United States	no	8-68191

Relationships

Advises (1)

← ELM WEALTHRegistered adviserHedge Fund, IA, no longer reported
Mar 30, 2015 to Mar 30, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9dc3a219-7506-c089-6502-de73963b72ea
First observed: Mar 30, 2015
Last observed: Mar 30, 2015 139 months ago
Source families: Federal regulator filings
1 registered feed 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.