Investment adviser · CRD 135682
ELM ADVISORS, LLC
Investment adviser filing (IA)
BURLINGAME, CA, United States · Form ADV filed Jan 20, 2022
- Regulatory AUM
- $381M Form ADV · Item 5.F
- Client accounts
- 377 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 96 | $365,021,835 | 95.8% |
| Individuals | 35 | $13,296,123 | 3.5% |
| Charities | 2 | $2,576,488 | 0.7% |
Filing source
Form ADV 1592843 · Jan 20, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 20, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
111 ANZA BOULEVARD, SUITE 120BURLINGAME, CA, 94010, United States
CRD 135682
Filing source
Form ADV 1592843 · Jan 20, 2022 · 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.