A complete list of active advisors currently associated with Black Elm Advisers, LLC

Warmer can help you find a great advisor at Black Elm Advisers, LLC or one who fits your needs even better.

Black Elm Advisors provides discretionary investment advisory and portfolio management primarily to individual and high‑net‑worth clients. The firm builds personalized investment programs after reviewing each client’s financial situation, risk tolerance, time horizon and objectives, and can document those goals in an Investment Policy Statement while providing ongoing monitoring and rebalancing. The firm’s implementation approach blends fundamental and quantitative analysis and may employ a broad set of strategies — including long‑ and short‑term positions, options, margin and other derivatives — to pursue client objectives. BEA generally acts with discretionary trading authority and, for qualified clients, may apply performance‑based compensation that is measured against account gains with a carryforward of prior losses. Compared with many similarly sized supported advisers, BEA’s notable characteristics include its explicit use of derivatives and option strategies in separately managed accounts and its willingness to use performance‑based fees for qualified clients, both of which are uncommon among peers. The firm is owner‑operated and its principal is involved in managing incubator/private funds through a related entity, a configuration that may create additional conflicts of interest and alignment considerations for prospective clients.

To learn more about the advisors currently working at Black Elm Advisers, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.