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BLUE ELM ADVISORS LLC

Advisory

HOLMES, NY

Data as of Jan 2, 2026 · Source: SEC Form ADV

Rank in NY

#5,407

of 5,722 advisers by AUM

Average account

$152K

across 37 accounts

AUM per adviser

$3M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 2, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients15

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT, NY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

15 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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