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ELECTRA CAPITAL

Legal name: ELECTRA CAPITAL ADVISORS, LLC

CRD 318664File 801-126452
APPROVED
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.45B
Above cohort median (national)
Discretionary AUM
$1.45B
Clients
4
4 accounts
Employees
11
Above cohort median in PA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
PLRO
Registration date
Aug 31, 2022
Principal office
1001 CONSHOHOCKEN STATE RD., SUITE #520, CONSHOHOCKEN, PA, 19428
Phone
(610) 977-2000

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.45B
Discretionary AUM
$1.45B
Non-discretionary AUM
$0
Discretionary accounts
4
Non-discretionary accounts
0
Total accounts
4
AUM per client
$363.4M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles4$1.45B

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

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.