Investment adviser · CRD 160917

ELEVATION MANAGEMENT, LLC

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

MENLO PARK, CA, United States · Form ADV filed Feb 12, 2021

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

6 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ELEVATION PARTNERS, L.P.Private Equity Fund · Last reported Feb 12, 2021$20.6MGross asset value

Feeder funds

  • ELEVATION GP PARTICIPANTS, L.P.
  • ELEVATION OFFSHORE PARTNERS, LTD.
Fund administrator STANDISH MANAGEMENT BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP SAN JOSE, California, United States
Custodian SILICON VALLEY BANK MENLO PARK, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

Fund details & source
Fund ID
805-4592880708
Reported beneficial owners
121
Minimum commitment
$1M
Form D file number
021-69354

Form ADV 1494219 · Feb 12, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ELEVATION MSP, L.P.Private Equity Fund · Last reported Feb 12, 2021$3.48MGross asset value

Feeder funds

  • ELEVATION MSP BLOCKER CORP.
Fund administrator STANDISH MANAGEMENT BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP SAN JOSE, California, United States
Custodian SILICON VALLEY BANK MENLO PARK, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

Fund details & source
Fund ID
805-1807150931
Reported beneficial owners
121
Minimum commitment
$1M

Form ADV 1494219 · Feb 12, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ELEVATION DUNDEE PARTNERS, L.P.Private Equity Fund · Last reported Feb 12, 2021$163KGross asset value

Feeder funds

  • ELEVATION DUNDEE BLOCKER CORP.
Fund administrator STANDISH MANAGEMENT BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP SAN JOSE, California, United States
Custodian SILICON VALLEY BANK MENLO PARK, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

Fund details & source
Fund ID
805-4348850157
Reported beneficial owners
121
Minimum commitment
$1M

Form ADV 1494219 · Feb 12, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ELEVATION EMPLOYEE SIDE FUND, LLCPrivate Equity Fund · Last reported Feb 12, 2021$1KGross asset value
Fund administrator STANDISH MANAGEMENT BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian SILICON VALLEY BANK MENLO PARK, California, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-8552610046
Reported beneficial owners
15
Minimum commitment
$5K

Form ADV 1494219 · Feb 12, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ELEVATION INVESTORS, LLCPrivate Equity Fund · Last reported Dec 4, 2012$4MGross asset value
Auditor DELOITTE & TOUCHE LLP SAN JOSE, California, United States
Custodian SILICON VALLEY BANK MENLO PARK, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-7686324983
Reported beneficial owners
4
Minimum commitment
$150K

Form ADV 683987 · Dec 4, 2012 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ELEVATION INVESTORS (BPIF), LLCPrivate Equity Fund · Last reported Dec 4, 2012$0Gross asset value
Custodian SILICON VALLEY BANK MENLO PARK, California, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-8997957780
Reported beneficial owners
8
Minimum commitment
$50K

Form ADV 683987 · Dec 4, 2012 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Feb 12, 2021. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

325 SHARON PARK DRIVE, #522
MENLO PARK, CA, 94025, United States

CRD 160917

Filing source

Form ADV 1494219 · Feb 12, 2021 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.