A complete list of active advisors currently associated with Elemental Capital Partners LLC

Warmer can help you find a great advisor at Elemental Capital Partners LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Elemental Capital 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.