Five Elms Capital

Fee-Only (% of Portfolio)

Five Elms Capital Management provides investment advice to its Funds, which primarily invest in privately-held companies. Five Elms investigates, identifies, and evaluates investment opportunities; structures, negotiates, and makes investments; manages and monitors performance; and disposes of investments. Five Elms provides investment advice directly to each Fund, not to the individual investors in the Funds.

Assets Under Management$3.1B
Clients20
AdvisorsN/A
Avg. per Client$150M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Five Elms Capital | TrueAdvisor