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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
- Website
- http://www.elitetamp.com
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 type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $322K |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
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.

