Ellevity Capital provides actively managed investment services to clients seeking their specific investment strategies, often as a satellite position in a broader portfolio. They manage investments in non-qualified accounts, IRAs, companies, hedge funds, trusts, and estates. Ellevity Capital's services are limited to their specific investment management approach and do not include general financial advice or retirement planning. They utilize strategies like the Market Neutral Options strategy and the Defensive Strategy, requiring clients to grant discretionary trading authority.
Assets Under Management$51M
Clients15
Advisors2
Avg. per Client$3.4M
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Ellevity Capital offers investment management with fees that vary based on the type of client and strategy:
- Ellevity Partners LLC (Private Fund): 2.88% per year, paid monthly.
- Non-Qualified Clients (SMAs): 2.88% per year, paid quarterly.
- Defensive Strategy: 0.72% per year, paid quarterly.
- Qualified Clients (SMAs): 2% per year, paid quarterly, plus a performance fee of 20% of annual gains above a 5% hurdle rate.
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