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ELM TREE CAPITAL MANAGEMENT LLC

Advisory

FL

Data as of Jul 27, 2026 · Source: SEC Form ADV

Rank in FL
#2,339
of 2,610 advisers by AUM
Average account
$940K
across 5 accounts
AUM per adviser
$5M
1 adviser

Source: SEC Form ADV. Figures as filed Jul 27, 2026.

Total AUM
$5M
Discretionary %
100%
Clients
5
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$5M
Discretionary AUM$5M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients5
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCT, FL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

IPC PRIVATE WEALTH PARTNERS, LLC
BOCA RATON, FL
$5M
0.0% 1Y
GENERATIONS WEALTH PLANNING LLC
SARASOTA, FL
$5M
-97.2% 1Y
IUR CAPITAL, LLC
MIAMI, FL
$5M
-34.5% 1Y
VALORIA WEALTH MANAGEMENT LLC
$5M
FLOOD TIDE FINANCIAL LLC
$5M
VICON CAPITAL PARTNERS LLC
MIAMI, FL
$5M

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