RIA Intel›Advisers›Missouri›ELMTREE FUNDS, LLC

ELMTREE FUNDS, LLC

Advisory

N·ST. LOUIS, MO

Data as of Mar 29, 2024 · Source: SEC Form ADV

Total AUM
$7.2B
1-Year AUM Growth
+8.1%
3-Year CAGR
+41.3%
Employees
18
Assets Under Management
Total AUM$7.2B
Discretionary AUM$7.2B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients16
Team
Total Employees18
Investment Advisers34
Employee Growth (1Y)—
Filing History
Total Filings on Record10
First FilingMay 2, 2019
Latest FilingMar 29, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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