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RIA / WealthRegistered adviserasset managerSEC registeredRAUM under $100M

ELITE PORTFOLIOS

ELITE TAMP LLC, CRD 327535

CARMEL BY THE SEA, CA

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:b5c48896-8e81-8fda-320e-c16b4ce944b6

Data as of Sep 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 3
On other graphs: 0
Observed: Jul 17, 2023 to Sep 9, 2026
15 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: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $322,063Item 5.F on the latest filing (2026-09-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $322,063
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: 2
RAUM per advisor: $161,032derivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 1
Advisory employees: 0
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2
Individual clients: 0
High net worth clients: 0
SEC number: 801-128578
CRD: 327535
Filings on the tape: 15
First filed: Jul 17, 2023
Latest filed: Sep 9, 2026
Organised: Limited Liability Company, CA
Website: elitetamp.com

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
PURPLE MARLIN LLC	Member	E	yes	03/2021	Jul 17, 2023	Oct 29, 2024
RUTHERFORD, GREGORY, ALLAN	Manager	E	yes	03/2021	Jul 17, 2023	Oct 29, 2024
RUTHERFORD, GREGORY, ALLAN	Ceo	Na	yes	06/2023	Jul 17, 2023	Oct 29, 2024
SMITH, JEFFREY, ANDREW	Cco	Na	yes	06/2023	Jul 17, 2023	Oct 29, 2024
CHAD AND SARA HINDS 2021 TRUST	DIRECT OWNER	Na	no	03/2024	Mar 27, 2024	Oct 29, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PARTNERS WEALTH MANAGEMENT, LLC	n/a	Independent wealth	$1.2B	Y	yes	n/a
CAVALIER INVESTMENTS, LLC	n/a	Asset manager	$421M	N	yes	n/a

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
2025	Mar 25, 2026	$322,063	$322,063	1	0	0	n/a	n/a
2024	Mar 28, 2025	$497,372	$497,372	1	0	0	n/a	n/a
2023	Mar 27, 2024	n/a	n/a	1	1	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

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	1	1

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
2025	$322,063	$497,372	-35.2%	n/a	n/a	1	1	0	0

Relationships

Registered with (2)

← GREGORY ALLAN RUTHERFORDAdvisorregistration: current employment
Sep 10, 2026 to presentfactForm ADV
← Justin BalasAdvisorregistration: previous registration
Dec 6, 2023 to Oct 29, 2024factForm ADV

Affiliated with (4)

→ ADAPTIVE INVESTMENTSRegistered adviserother investment adviser, common control
factForm ADV
→ THEPARTNERS WEALTH MANAGEMENTRegistered adviserother investment adviser, control, common control
factForm ADV
← WHITWELL ADVISORSRegistered adviserother investment adviser, control, common control
factForm ADV
← ADAPTIVE INVESTMENTSRegistered adviserother investment adviser, control, common control
factForm ADV

Controls (3)

← RUTHERFORD, GREGORY, ALLANOwnerMANAGER, ownership code E, individual
Jul 17, 2023 to Oct 29, 2024factForm ADV
← SMITH, JEFFREY, ANDREWOwnerCCO, ownership code NA, individual
Jul 17, 2023 to Oct 29, 2024factForm ADV
← PURPLE MARLIN LLCOwnerMEMBER, ownership code E, domestic entity
Jul 17, 2023 to Oct 29, 2024factForm ADV

Owns (1)

← CHAD AND SARA HINDS 2021 TRUSTOwnerDIRECT OWNER, ownership code NA, domestic entity
Mar 27, 2024 to Oct 29, 2024factForm ADV

Dated events

Occurred
Oct 29, 2024
Control person left
Justin Balas (Cio) no longer on Schedule A of Elite Portfolios (listed 2024-05-17, absent 2024-10-29)
Form ADVobserved 5 days ago
Occurred
Oct 29, 2024
Advisor changed firm
Justin Balas left Elite Portfolios for Thepartners Wealth Management (registered 2024-03-18)
Form ADVobserved 5 days ago
Occurred
Jul 17, 2023
First Form ADV filing
Elite Portfolios filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b5c48896-8e81-8fda-320e-c16b4ce944b6
First observed: Jul 17, 2023
Last observed: Sep 9, 2026 11 days 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.

ELITE PORTFOLIOS

ELITE TAMP LLC, CRD 327535

CARMEL BY THE SEA, CA

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:b5c48896-8e81-8fda-320e-c16b4ce944b6

Data as of Sep 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:47 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PURPLE MARLIN LLC

Member

yes

03/2021

Jul 17, 2023

Oct 29, 2024

RUTHERFORD, GREGORY, ALLAN

Manager

yes

03/2021

Jul 17, 2023

Oct 29, 2024

RUTHERFORD, GREGORY, ALLAN

Ceo

yes

06/2023

Jul 17, 2023

Oct 29, 2024

SMITH, JEFFREY, ANDREW

Cco

yes

06/2023

Jul 17, 2023

Oct 29, 2024

CHAD AND SARA HINDS 2021 TRUST

DIRECT OWNER

03/2024

Mar 27, 2024

Oct 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PARTNERS WEALTH MANAGEMENT, LLC

n/a

Independent wealth

$1.2B

yes

n/a

CAVALIER INVESTMENTS, LLC

n/a

Asset manager

$421M

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$322,063

n/a

2024

Mar 28, 2025

$497,372

n/a

2023

Mar 27, 2024

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

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

$322,063

$497,372

-35.2%

n/a