Elm Tree Capital Management LLC

Elm Tree Capital Management is a registered investment advisor founded in 2010 and based in Port Charlotte, Florida. The firm is operated by Edward Evanouskas, who serves as the sole Managing Member and Chief Compliance Officer. Elm Tree Capital Management provides ongoing portfolio management through separately managed accounts, focusing on capital preservation, dependable liquidity, income, and long-term capital appreciation. The firm's investment strategy combines credit discipline with long-term equity analysis, investing in blue-chip, quality-growth, dividend-compounding, and mid-capitalization companies, alongside U.S. Treasury securities, corporate and municipal bonds, exchange-traded funds, mutual funds, and cash. Elm Tree Capital Management also offers project-based portfolio monitoring and independent credit analysis services for clients without a managed-account agreement. The firm tailors its services to each client's specific financial situation, risk tolerance, and tax considerations.