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ELEMENTUM ADVISORS, LLC
CRD 151635File 801-70618
APPROVED
Custody
Filing as of Mar 26, 2026
Feed vintage Oct 1, 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 type | Clients | AUM |
|---|---|---|
| Non-U.S. persons | Fewer than 5 | $737.8M |
| Other investment advisers | Fewer than 5 | $277.4M |
| Pooled investment vehicles | 17 | $3.09B |
| Pension and profit sharing plans | Fewer than 5 | $368.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 42 | 39 | decreased by3 |
| Apr 1, 2026 | Clients | 14 | 17 | increased by3 |
| Apr 1, 2026 | AUM | $3,746,598,623 | $4,475,926,320 | increased by$729,327,697 |
| Apr 1, 2026 | Accounts | 24 | 27 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 50 | 42 | decreased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 8 | 14 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,469,364,657 | $3,746,598,623 | decreased by$722,766,034 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 17 | 24 | increased by7 |
| Apr 1, 2022 | Employees | 45 | 50 | increased by5 |
| Apr 1, 2022 | AUM | $4,490,699,508 | $4,469,364,657 | decreased by$21,334,851 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ELEMENTUM ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ELEMENTUM ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
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.