Elemental Capital Partners LLC
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About
Elemental Capital Partners provides discretionary portfolio management to individuals (including high-net-worth clients) and institutional clients under asset-based fee arrangements. The firm requires new clients to meet a $250,000 account minimum (with some discretionary exceptions) and offers customized portfolios as well as management through its proprietary Ascend Portfolio Strategy.
The Ascend Portfolio Strategy is described in the brochure as a highly aggressive, concentrated growth approach focused primarily on the technology sector that holds fewer positions than a typical diversified portfolio. Elemental’s process uses fundamental and technical analysis and may involve short-term trading, short sales, option writing and the use of margin in non-retirement accounts; clients must acknowledge the strategy’s heightened volatility and the potential to lose the entire investment.
Noteworthy disclosures in the brochure include that the firm’s portfolio manager invests personal capital in the Ascend Strategy and that margin may be used in separately managed accounts, practices that are less common among solo independent advisers. The firm also discloses that it advertises performance results and emphasizes an active, concentrated trading approach, distinguishing it from peers that more commonly favor broader diversification and long-term buy-and-hold strategies.
Client services
Expertise
Fee options
Up to 3.0% annually, exact rate set forth in client's investment management agreement
Account minimum: $250,000 Fee-only: Solely fee-based, no commissions or other compensation accepted
Main office
San Francisco CA
Advisors at this office
1
Most active in
California · Texas
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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