Elco Management Company, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 24, 2026, reports $261M in regulatory assets under management, 7 employees, and 369 accounts.
Assets Under Management
$261M
Employees
7
Offices
--
Total Clients
154
Primary office
NEW YORK, NY
369 LEXINGTON AVENUE, 3RD FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.5% of total clients.
Top client categories% of clientsClients
1
HNWI
54.5%
84
2
Individuals
39.0%
60
3
Corporations
3.2%
5
4
Charitable
2.6%
4
5
Pooled Investment Vehicles
0.6%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$261Mas of May 20, 2026
Discretionary94.0%
$245M
94% of total RAUM94.0%
Non-discretionary6.0%
$16M
6% of total RAUM6.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$261M
Total Accounts369
10Y AUM Change+$66M (+33.5%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee22:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.