Elevage Partners, Llc
- Regulatory AUM
- $155M
- Discretionary
- $145M
- Clients
- 368
- Avg AUM / client
- $420K
- Accounts
- 790
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 342 | $85.1M | 55.1% |
| High net worth individuals | 23 | $66.7M | 43.1% |
| Corporations and other businesses | 3 | $2.8M | 1.8% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $4.4M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Ep Alternative Fund, Llc | Private Equity Fund | Delaware | $3.4M | 81 |
| Elevage Artio Spv | Private Equity Fund | Delaware | $938K | 55 |
| Elevage Artio Spv Ii | Private Equity Fund | Delaware | $65.5K | 11 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffery Deloy Powell | Cco | Jan 2011 (16y) | 75% or more | |
| Lori Darlene Powell | President | Jan 2021 (6y) | Less than 5% | |
| Mark Anthony Zembo | Registered representative | Jun 2021 (5y) | ||
| Thierry Hasse | Registered representative | Jun 2024 (2y) | ||
| Charles Lawrence Copeland | Registered representative | Dec 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Auriga Equity Ventures, Llc | Member/Passive Investor | Jan 2019 | A | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $4.4M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Ep Alternative Fund, Llc | Private Equity Fund | $3.4M | $25.0K | 81 |
| Elevage Artio Spv | Private Equity Fund | $938K | $25.0K | 55 |
| Elevage Artio Spv Ii | Private Equity Fund | $65.5K | $25.0K | 11 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.47 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $115M (59% of AUM) Jul 2020
- Fidelity Brokerage Services $70.1M (30% of AUM) Apr 2019
- Axos Clearing $68.4M (44% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗