Elm Partners Management LLC

Elm Partners Management LLC, operating as Elm Wealth, is a registered investment advisor established in March 2012. The firm specializes in providing investment advisory services to various clients, including pooled investment vehicles, individuals, high net worth individuals, trusts, estates, charitable organizations, and businesses. Elm Partners acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client. The firm offers advisory services such as managing private funds, investment company services, and a managed account investment program. Elm Partners employs a rules-based approach for managing investment strategies, focusing on long-term objectives and risk management. For private fund services, the firm manages assets totaling $2,019,455,442 as of February 28, 2025, on a discretionary basis. Elm Partners charges fees based on the assets under management, with fees ranging from 0.12% to 0.22% annually. The firm does not charge performance-based fees. Elm Partners does not accept or maintain custody of managed client accounts, and clients are required to engage a qualified custodian for safeguarding their assets. The firm does not share personal information for marketing purposes and has implemented safeguards to protect client information. Elm Partners has a privacy policy in place to ensure the security and confidentiality of client data. Clients can contact the firm for a copy of the current Privacy Policy or with any questions or concerns.