A complete list of active advisors currently associated with Elbrus Partners, LLC
Warmer can help you find a great advisor at Elbrus Partners, LLC or one who fits your needs even better.
Elbrus Partners is a small SEC‑registered investment adviser that manages about $11.2 million for roughly 22 individual and high‑net‑worth clients. It offers discretionary portfolio management through its Elbrus Partners Managed Asset Program (EPMAP) wrap‑fee program and prepares an Investment Policy Statement for each client as the basis for ongoing account administration. The firm’s investment process blends global tactical asset allocation (GTAA) with cyclical, fundamental, and quantitative/qualitative analysis and can employ model allocations tailored to client objectives and restrictions. Portfolios are constructed primarily with equities, mutual funds and ETFs (including precious‑metals ETFs), and the firm discloses the use of derivatives in separately managed accounts—such as options strategies and short sales—alongside its recommendation of a specific broker‑dealer for trade execution. Noteworthy for a firm of this size, Elbrus Partners acts as the sponsor of its own wrap fee program and explicitly incorporates derivatives and short‑selling in client strategies, with written disclosures about associated risks and allocation policies. The firm manages all client assets in‑house, does not accept performance‑based fees, conducts at least quarterly reviews, and provides clients with custodial reporting and proxy materials directly.
To learn more about the advisors currently working at Elbrus Partners, 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.
Name |
Location |
Years of experience |
|---|---|---|
Baldwin, MD
| 14
|
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