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ELEMENTUM ADVISORS, LLC

CRD 151635File 801-70618
APPROVED
Custody
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.48B
Top 25% of cohort (national)
Discretionary AUM
$4.48B
Clients
17
27 accounts
Employees
39
Top 25% of cohort in IL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
Sep 30, 2009
Principal office
155 NORTH WACKER DRIVE, SUITE 1750, CHICAGO, IL, 60606
Phone
312-281-4688

Assets & accounts

ADV Item 5F
Total regulatory AUM
$4.48B
Discretionary AUM
$4.48B
Non-discretionary AUM
$0
Discretionary accounts
27
Non-discretionary accounts
0
Total accounts
27
AUM per client
$263.3M

Clients by type

ADV Item 5D
Client typeClientsAUM
Non-U.S. personsFewer than 5$737.8M
Other investment advisersFewer than 5$277.4M
Pooled investment vehicles17$3.09B
Pension and profit sharing plansFewer than 5$368.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.