Julia Punj is a registered investment advisor at Ellevity Capital, LLC, based in Dorado, PR, with 9 years of industry experience. Julia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 15 clients with $51M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ellevity Capital offers investment management with fees that vary based on the type of client and strategy:
- Ellevity Partners LLC (Private Fund): 2.88% per year, paid monthly.
- Non-Qualified Clients (SMAs): 2.88% per year, paid quarterly.
- Defensive Strategy: 0.72% per year, paid quarterly.
- Qualified Clients (SMAs): 2% per year, paid quarterly, plus a performance fee of 20% of annual gains above a 5% hurdle rate.
Location
Dorado, PR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Julia owns Veraison Wine Bar since 2020, where she is responsible for hiring and supervising staff, and ordering wine. She dedicates about a quarter of her time to this business.
Employment History
Current Registrations
Ellevity Capital, LLC
State Registrations1 state
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