RIA Intel›Advisers›Illinois›ELEMENTUM ADVISORS, LLC

ELEMENTUM ADVISORS, LLC

Fund Manager

N·CHICAGO, IL

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM

$4.5B

1-Year AUM Growth

+5.3%

3-Year CAGR

-2.7%

Employees

14

Assets Under Management

Total AUM$4.5B

Discretionary AUM$4.5B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients14

Team

Total Employees14

Investment Advisers39

Employee Growth (1Y)-11.8%

Private Funds

Number of Private Funds20

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record37

First FilingJan 14, 2010

Latest FilingMar 26, 2026

🔒 Full AUM trend chart and 37 historical filings spanning 16+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ELEMENTUM ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.