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ELSEWHERE PARTNERS, LLC

CRD 293959File 801-127776
APPROVED
Custody
Filing as of May 8, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$803.0M
Above cohort median (national)
Discretionary AUM
$803.0M
Clients
11
11 accounts
Employees
22
Above cohort median in TX

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
FWRO
Registration date
Apr 27, 2023
Principal office
900 S 1ST ST, UNIT 110, AUSTIN, TX, 78704
Phone
512-481-4035

Assets & accounts

ADV Item 5F
Total regulatory AUM
$803.0M
Discretionary AUM
$803.0M
Non-discretionary AUM
$0
Discretionary accounts
11
Non-discretionary accounts
0
Total accounts
11
AUM per client
$73.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles11$803.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

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

Advisory activities

  • 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

DateFieldFromToChange
Apr 1, 2026Employees1922increased by3
Apr 1, 2026Clients1311decreased by2
Apr 1, 2026AUM$852,727,361$803,018,398decreased by$49,708,963
Apr 1, 2026Accounts1311decreased by2
May 1, 2025Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “ELSEWHERE PARTNERS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ELSEWHERE PARTNERS” 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.