{
  "crd_number": 158386,
  "slug": "elevage-partners-llc-reno-nv-158386",
  "primary_business_name": "ELEVAGE PARTNERS, LLC",
  "legal_name": "ELEVAGE PARTNERS, LLC",
  "dbas": [],
  "city": "Reno",
  "state": "NV",
  "country": "United States",
  "cbsa_code": "39900",
  "metro": {
    "cbsa_code": "39900",
    "common_name": "Reno",
    "msa_name": "Reno, NV",
    "path": "/advisors/nv/reno"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-02-20",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 154574081.0,
  "raum_discretionary": 144824044.0,
  "raum_non_discretionary": 9750037.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 8,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 85128884.0,
      "count": 342
    },
    "high_net_worth_individuals": {
      "raum": 66655524.0,
      "count": 23
    },
    "corporations_other_businesses": {
      "raum": 2789673.0,
      "count": 3
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CT",
    "ID",
    "MA",
    "MD",
    "NJ",
    "NV",
    "NY",
    "OH",
    "TX",
    "UT",
    "WA"
  ],
  "websites": [
    "https://elevagepartners.com",
    "https://facebook.com/elevagepartners",
    "https://linkedin.com/company/elevage-partners/about",
    "https://twitter.com/elevagepartners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/158386",
  "city_as_filed": "RENO",
  "url": "https://advisorcensus.com/firm/elevage-partners-llc-reno-nv-158386",
  "display_name": "Elevage Partners, LLC",
  "summary": "Elevage Partners, LLC is an SEC-registered investment advisory firm in Reno, NV, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. Elevage Partners, LLC (CRD 158386): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Elevage Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Elevage Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Elevage Partners, LLC located?",
      "a": "Elevage Partners, LLC's principal office is in Reno, NV, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Elevage Partners, LLC registered with the SEC or a state?",
      "a": "Elevage Partners, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 158386."
    },
    {
      "q": "How much does Elevage Partners, LLC manage?",
      "a": "Elevage Partners, LLC reports $154,574,081 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (94% discretionary)."
    },
    {
      "q": "How have Elevage Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Elevage Partners, LLC: Regulatory assets under management: $185,351,045 in the October 2021 data and $154,574,081 in the October 2026 data, down 17%. Total employees: 8 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Elevage Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (342); high net worth individuals (23); corporations or other businesses not listed above (3)."
    },
    {
      "q": "Which custodians does Elevage Partners, LLC use?",
      "a": "Elevage Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Axos Clearing LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Elevage Partners, LLC 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/158386"
    },
    {
      "q": "Does Elevage Partners, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 says: \"Elevage requires a minimum account size of $50,000 to participate in , or to maintain , advisory management services. This account size is subject to change and is negotiable by our firm, at any time and in our sole discretion.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 185351045.0,
      "total_employees": 8,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 134111589.0,
      "total_employees": 10,
      "filing_date": "2022-05-10"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 162468255.0,
      "total_employees": 11,
      "filing_date": "2023-06-01"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 143776268.0,
      "total_employees": 10,
      "filing_date": "2024-05-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 147025159.0,
      "total_employees": 10,
      "filing_date": "2025-05-15"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 154574081.0,
      "total_employees": 8,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$50,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $50,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Elevage requires a minimum account size of $50,000 to participate in , or to maintain , advisory management services. This account size is subject to change and is negotiable by our firm, at any time and in our sole discretion."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 50000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Elevage requires a minimum account size of $50,000 to participate in , or to maintain , advisory management services. This account size is subject to change and is negotiable by our firm, at any time and in our sole discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Axos Clearing LLC",
      "name_as_filed": "AXOS CLEARING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/elevage-partners-llc-reno-nv-158386.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 342,
      "fewer_than_5": false,
      "raum": 85128884.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 23,
      "fewer_than_5": false,
      "raum": 66655524.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": false,
      "raum": 2789673.0
    }
  ],
  "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/158386",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}