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Fund Manager

Elm Wealth

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EW
Elm Wealth

Fund Manager

Primary Strategy: Hedge Fund

Year Founded: 2011

Number of Employees: 9

Ownership: Privately Held

Year End: December

Description

Elm Wealth helps sophisticated investors, RIAs, and institutions invest in public markets by offering global portfolio solutions and efficient, systematic investment management. They focus on disciplined approaches to fees, taxes, diversification, and human behavior. As a registered investment advisor, Elm Wealth provides services nationally, maintaining required registrations and licenses.

Contact

Website: Link to website

LinkedIn: linkedin.com/company/elm-wealth

Address

50 S 16th St., Suite 1700, Philadelphia, Pennsylvania, United States

Date

As of: September 30, 2025

Key Metrics

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
By strategy
By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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