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Thierry Hasse

Elevage Partners, LLC
20 Years of Experience
Mamaroneck, NY
2 Disclosures
View SEC Summary
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Thierry Hasse is a registered investment advisor at Elevage Partners, LLC, based in Mamaroneck, NY, with 20 years of industry experience. Thierry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 368 clients with $150M in assets under management.

Elevage Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
368 clients
Average Client Portfolio
$420K average
Assets Under Management
$154.6M

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.90%
$3.0M - $5.0M0.80%
$5.0M - $7.0M0.70%
$7.0M - $9.0M0.60%
$9M+0.50%

Fees are negotiable. Minimum annual fee of $5,000 applies.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Mamaroneck, NY

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
May 2009
Employment Separation After Allegations
September 2007
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Elevage Partners, LLC
June 2024 - Present · 2 yrs 4 mos
Previous Registrations
Natalliance Asset Management LLC
July 2019 - April 2021 · 1 yr 9 mos
Natalliance Securities, LLCBroker
January 2019 - January 2022 · 3 yrs
Auriga USA, LLCBroker
May 2016 - December 2018 · 2 yrs 7 mos
Xzerta Trading, LLCBroker
April 2015 - May 2016 · 1 yr 1 mo
Auriga USA, LLCBroker
July 2009 - April 2015 · 5 yrs 9 mos
Keybanc Capital Markets INC.Broker
March 2008 - June 2009 · 1 yr 3 mos
Calyon Securities (USA) INCBroker
July 2004 - October 2007 · 3 yrs 3 mos
Worldco, L.L.C.Broker
July 2000 - April 2002 · 1 yr 9 mos
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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