← Directory

ELITE PORTFOLIOS

Legal name: ELITE TAMP LLC

CRD 327535File 801-128578
APPROVED
Filing as of Jun 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$322K
Bottom 25% of cohort (national)
Discretionary AUM
$322K
Clients
1
2 accounts
Employees
1
Bottom 25% of cohort in CA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
SFRO
Registration date
Sep 6, 2023
Principal office
NW CORNER OCEAN AVENUE AND MISSION STREET, SECOND LEVEL, CARMEL BY THE SEA, CA, 93921
Phone
402-670-7704

Assets & accounts

ADV Item 5F
Total regulatory AUM
$322K
Discretionary AUM
$322K
Non-discretionary AUM
$0
Discretionary accounts
2
Non-discretionary accounts
0
Total accounts
2
AUM per client
$322K

Clients by type

ADV Item 5D
Client typeClientsAUM
Other investment advisersFewer than 5$322K

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described)INVESTMENT MANAGEMENT FEE SHARING

Advisory activities

  • Portfolio management for businesses

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

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.