Mamaroneck, NY Office

Elevage Partners serves individual and high-net-worth clients and provides discretionary investment supervisory services (individual portfolio management) and comprehensive financial planning; the firm reports $154.6 million in assets under management across about 365 client relationships and is supported by a five-person advisor team. It also manages held-away plan assets (for example, 401(k)s and HSAs) when appropriate and delivers written financial plans to clients as part of its planning engagements.

The firm describes a patient, custom-tailored investment approach that emphasizes long-term purchases while permitting shorter-term, opportunity-driven trades; its analysis includes economic and market analysis, fundamental security analysis, and mutual fund/ETF selection (including consideration of institutional share classes). Accounts are managed on a discretionary basis, reviewed at least quarterly, and clients receive quarterly performance reporting via a secure portal when custodial data allow.

Notable operational features include an unusually broad office footprint for a five-advisor team (seven offices) and the use of a third‑party order management system for certain held‑away accounts and a custodial arrangement with Axos Clearing LLC; several supervised persons are licensed insurance agents who may receive commission compensation for insurance sales, a disclosed potential conflict of interest that clients are informed about.