ELMWOOD ASSET MANAGEMENT LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $24.29B |
| Discretionary | $24.29B100% of AUM |
| Client Accounts | 52 |
| Avg Account Size | $467.0M |
| Employees | 45 |
| Peak AUM | $24.29BMar 2026 |
AUM by Client Type
Total AUM
$24.3B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $24.3B | +22.7% | +22.5% | +44.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $24.29B |
| Discretionary | $24.29B |
| Employees | 45 |
| Client Accounts | 52 |
Contact & Location
Address
575 FIFTH AVENUE
NEW YORK NY 10017
Phone
646-876-2350
Filing History
17 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$24.3B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Investment AdviserLaw Firm