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ELMWOOD ASSET MANAGEMENT LLC
CRD 297926File 801-114556
APPROVED
Disclosure events
Filing as of Mar 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$24.29B
Top 10% of cohort (national)
Discretionary AUM
$24.29B
Clients
52
52 accounts
Employees
45
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 31, 2019
- Principal office
- 575 FIFTH AVENUE, 34TH FLOOR, NEW YORK, NY, 10017
- Phone
- 646-876-2350
- Website
- http://www.ElmwoodAsset.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $24.29B
- Discretionary AUM
- $24.29B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 52
- Non-discretionary accounts
- 0
- Total accounts
- 52
- AUM per client
- $467.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 52 | $24.29B |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11G
- Q11D2
- Q11D4
- Q11H1A
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.