Five Elms Capital Management, Llc
- Regulatory AUM
- $3.1B
- Discretionary
- $3.1B
- Clients
- 23
- Avg AUM / client
- $135M
- Accounts
- 23
- Employees
- 69
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 23 | $3.1B | 100.0% |
Private funds (19)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $2.4B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Five Elms V B, Lp | Private Equity Fund | Delaware | $463M | 97 |
| Five Elms V Q, Lp | Private Equity Fund | Delaware | $339M | 135 |
| Five Elms Iv Q, Lp | Private Equity Fund | Delaware | $314M | 97 |
| Five Elms Vi B, L.P. | Private Equity Fund | Delaware | $302M | 80 |
| Five Elms Vi Q, L.P. | Private Equity Fund | Delaware | $245M | 109 |
| Five Elms Iii Apptegy Cv, L.P. | Private Equity Fund | Delaware | $188M | 66 |
| Five Elms Iv B, Lp | Private Equity Fund | Delaware | $176M | 41 |
| Five Elms Iii B, Lp | Private Equity Fund | Delaware | $108M | 39 |
| Five Elms V A, Lp | Private Equity Fund | Delaware | $66.6M | 58 |
| Five Elms Iii Q, Lp | Private Equity Fund | Delaware | $64.5M | 72 |
| Five Elms Equity Fund Ii Lp | Private Equity Fund | Delaware | $25.7M | 93 |
| Five Elms Iii A, Lp | Private Equity Fund | Delaware | $22.0M | 25 |
| Five Elms Equity Fund I Lp | Private Equity Fund | Delaware | $21.5M | 112 |
| Five Elms Iv A, Lp | Private Equity Fund | Delaware | $20.1M | 59 |
| Five Elms Vi A, L.P. | Private Equity Fund | Delaware | $11.2M | 26 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Coulson, Frederick, Nathan | Managing Member | Jun 2007 (19y) | ≈ 0% – 5% via Five Elms Capital, Llc | |
| Mccollaugh, Kalie, Renee | Chief Compliance Officer | Sep 2016 (10y) | Less than 5% | |
| Witt, Jennifer, Ann Timmons | General Counsel | Feb 2023 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Five Elms Capital, Llc | Managing Member | Jun 2007 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Coulson, Frederick, Nathan: 75% – 100% of Five Elms Capital, Llc × 0% – 5% direct ≈ 0% – 5% of the firm
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 (19, $2.4B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Five Elms V B, Lp | Private Equity Fund | $463M | $3.0M | 97 |
| Five Elms V Q, Lp | Private Equity Fund | $339M | $3.0M | 135 |
| Five Elms Iv Q, Lp | Private Equity Fund | $314M | $1.0M | 97 |
| Five Elms Vi B, L.P. | Private Equity Fund | $302M | $5.0M | 80 |
| Five Elms Vi Q, L.P. | Private Equity Fund | $245M | $5.0M | 109 |
| Five Elms Iii Apptegy Cv, L.P. | Private Equity Fund | $188M | $0 | 66 |
| Five Elms Iv B, Lp | Private Equity Fund | $176M | $1.0M | 41 |
| Five Elms Iii B, Lp | Private Equity Fund | $108M | $250K | 39 |
| Five Elms V A, Lp | Private Equity Fund | $66.6M | $3.0M | 58 |
| Five Elms Iii Q, Lp | Private Equity Fund | $64.5M | $250K | 72 |
| Five Elms Equity Fund Ii Lp | Private Equity Fund | $25.7M | $25.0K | 93 |
| Five Elms Iii A, Lp | Private Equity Fund | $22.0M | $250K | 25 |
| Five Elms Equity Fund I Lp | Private Equity Fund | $21.5M | $50.0K | 112 |
| Five Elms Iv A, Lp | Private Equity Fund | $20.1M | $1.0M | 59 |
| Five Elms Vi A, L.P. | Private Equity Fund | $11.2M | $5.0M | 26 |
| Fe Foxpoint Debt, Lp | Private Equity Fund | $1.4M | $10.0K | 62 |
| Five Elms Ii Coinvest Lp | Private Equity Fund | $1.3M | $10.0K | 23 |
| Five Elms Coinvest Lp | Private Equity Fund | $1.2M | $10.0K | 14 |
| Fe Foxpoint Debt Coinvest, Lp | Private Equity Fund | $2.6K | $50.0K | 8 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/01/2026 | 5.94 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
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 01, 2026.
View current Form ADV (SEC/IAPD) ↗