RIA Intel›Advisers›ELLEVITY CAPITAL, LLC

ELLEVITY CAPITAL, LLC

Advisory

PR

Data as of Apr 1, 2025 · Source: SEC Form ADV

Average account

$2M

across 32 accounts

AUM per adviser

$26M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 1, 2025.

Total AUM

$51M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$51M

Discretionary AUM$51M

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 InIA, PR

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

10 high-net-worth

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

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