Assets Under Management

$51.1M

Number of Clients

15

Number of Advisors

2

Average Client AUM

$3.4M

AUM per Advisor

$25.5M

Compensation

Fee-Only (AUM)

About This Firm

Ellevity Capital manages investment assets including non-qualified accounts, IRAs, companies, hedge funds, trusts, and estates. They offer actively managed investment services, focusing on the Market Neutral Options strategy and the Defensive Strategy. Clients grant discretionary trading authority to the firm.

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
Areas of Practice
Investment Management
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Location

PR, United States

2 Advisors at this firm