DBA: ELLEVEST
| Total AUM | $1.13B |
| Discretionary | $1.13B100% of AUM |
| Client Accounts | 474 |
| Avg Account Size | $2.4M |
| Employees | 19 |
| Peak AUM | $2.13BMar 2025 |
Total AUM
$1.1B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.1B | 46.9% | 11.2% | +12.3% | |
| Discretionary AUM | |||||
| Total AUM | $1.13B |
| Discretionary | $1.13B |
| Employees | 19 |
| Client Accounts | 474 |
| Client Range | More than 500 |
Address
228 PARK AVE S
NEW YORK NY 10003
Phone
844-355-7100
Filing History
52 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| $1.1B |
| 46.9% |
| 11.2% |
| +12.3% |
| Total Accounts | 474 | 99.4% | 85.2% | 60.8% |
| Avg Account Size | $2M | +8829.2% | +499.9% | +186.2% |
| Employees | 19 | 67.8% | 44.0% | 29.7% |
| AUM / Employee | $60M | +65.0% | +58.4% | +59.8% |
Client AUM Segments | |||||
| Wealth AUM | $1.1B | 47.4% | 11.3% | +12.2% | |
| Institutional AUM | $31M | 11.7% | 10.3% | +16.2% | |
Client Count Segments | |||||
| HNW Clients | 100 | 99.9% | 89.8% | 71.0% | |
| Individuals | 371 | +32.5% | +23.3% | +33.7% | |