{ "crd_number": 282189, "slug": "elephant-boston-ma-282189", "primary_business_name": "ELEPHANT", "legal_name": "JAHD MANAGEMENT COMPANY, LLC", "dbas": [], "city": "Boston", "state": "MA", "country": "United States", "cbsa_code": "14460", "metro": { "cbsa_code": "14460", "common_name": "Boston", "msa_name": "Boston-Cambridge-Newton, MA-NH", "path": "/advisors/ma/boston" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2022-05-11", "years_registered": 4, "period": "2026-10-01", "filing_date": "2026-03-30", "carried_forward": false, "raum_total": 3557862324.0, "raum_discretionary": 3557862324.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 21, "advisory_employees": 13, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 3557862324.0, "count": 13 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [], "websites": [ "https://elephantvc.com", "https://linkedin.com/COMPANY/ELEPHANT-PARTNERS", "https://twitter.com/ELEPHANTVC" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282189", "city_as_filed": "BOSTON", "url": "https://advisorcensus.com/firm/elephant-boston-ma-282189", "display_name": "Elephant", "summary": "Elephant is an SEC-registered investment advisory firm in Boston, MA, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.", "citation": "AdvisorCensus. Elephant (CRD 282189): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Elephant compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Elephant reports these compensation arrangements: a percentage of assets under its management; performance-based fees." }, { "q": "Where is Elephant located?", "a": "Elephant's principal office is in Boston, MA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Elephant registered with the SEC or a state?", "a": "Elephant is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 282189." }, { "q": "How much does Elephant manage?", "a": "Elephant reports $3,557,862,324 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)." }, { "q": "How have Elephant's assets and staff changed since 2021?", "a": "In the Form ADV data for Elephant: Regulatory assets under management: $2,516,798,283 in the October 2022 data and $3,557,862,324 in the October 2026 data, up 41%. Total employees: 13 in October 2022 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Elephant serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (13)." }, { "q": "Does Elephant report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282189" }, { "q": "What changed in Elephant's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 14 to 13. Regulatory assets under management went from $2,932,905,734 to $3,557,862,324 (+21%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": null, "total_employees": null, "filing_date": "2021-03-26" }, { "period": "2022-10-01", "regulatory_assets_under_management": 2516798283.0, "total_employees": 13, "filing_date": "2022-03-28" }, { "period": "2023-10-01", "regulatory_assets_under_management": 2657830559.0, "total_employees": 21, "filing_date": "2023-03-30" }, { "period": "2024-10-01", "regulatory_assets_under_management": 2936759233.0, "total_employees": 22, "filing_date": "2024-03-27" }, { "period": "2025-10-01", "regulatory_assets_under_management": 2932905734.0, "total_employees": 23, "filing_date": "2025-03-28" }, { "period": "2026-10-01", "regulatory_assets_under_management": 3557862324.0, "total_employees": 21, "filing_date": "2026-03-30" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 14 to 13.", "Regulatory assets under management went from $2,932,905,734 to $3,557,862,324 (+21%)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/elephant-boston-ma-282189.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 13, "fewer_than_5": false, "raum": 3557862324.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282189", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }