FIVE ELMS CAPITAL
Latest filing: Mar 28, 2025 (87 days ago)
AUM
$3,057,875,016
28% change vs. 1 year ago
90% change vs. 3 years ago
337% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
62
13% change vs. 1 year ago
44% change vs. 3 years ago
130% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
KANSAS CITY, MO
4801 MAIN ST., KANSAS CITY, MO, UNITED STATES, 64112
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $3.1 |
| Non-Discretionary | $0.0 |
| Total | $3.1 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $3.1 |
| Institutional | $0.0 |
| Total | $3.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| FE FOXPOINT DEBT GP, LLC | $0.0 | - | |
| FIVE ELMS III APPTEGY CV GP, LP | $0.0 | - | |
| FIVE ELMS VI GP, LP | $0.0 | - | |
| FIVE ELMS V GP, LP | $0.0 | - | |
| FIVE ELMS CAPITAL, LLC | $0.0 | - | |
| FIVE ELMS III GP, LP | $0.0 | - | |
| FIVE ELMS IV GP, LP | $0.0 | - | |
| SPRING INSURANCE SOLUTIONS, LLC | $0.0 | - | |
| FRONTIER FIVE ELMS EQUITY FUND II GP, LLC | $0.0 | - | |
| FIVE ELMS EQUITY GP, LLC | $0.0 | - | |
| FIVE ELMS EQUITY FUND II GP, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $3.1 | $0.0 | 0% | 62 | 0 | 0% |
| 2025-04-21 | $3.1 | $0.0 | 0% | 62 | 0 | 0% |
| 2024-04-02 | $2.4 | $0.7 | 28% | 55 | 7 | 13% |
| 2023-04-04 | $1.6 | $1.4 | 89% | 41 | 21 | 51% |
| 2022-04-01 | $1.6 | $1.4 | 90% | 43 | 19 | 44% |
| 2021-04-05 | $0.7 | $2.4 | 348% | 34 | 28 | 82% |
| 2020-04-01 | $0.7 | $2.4 | 337% | 27 | 35 | 130% |
| 2019-04-01 | $0.3 | $2.7 | 826% | 22 | 40 | 182% |
| 2018-04-02 | $0.3 | $2.8 | 1062% | 17 | 45 | 265% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MO, MO-03/30/2020 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV