Ellevity Capital, LLC

Ellevity Capital, LLC (CRD# 282390) is a financial advisory firm headquartered in , . They manage $48,244,649 in 32 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
http://www.ellevitycapital.com
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $1,507,645
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, IA, PR

Financial Advisors at Ellevity Capital, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Gordon Clapperton, financial advisor Dorado PR
Gordon S. Clapperton
CRD#: 6752868
Dorado, PR

Gordon Clapperton (CRD# 6752868) is an Investment Advisor Representative working at Ellevity Capital, LLC in Dorado, PR and has over 7 years of experience in the finance industry.

2
Dorian Punj, financial advisor Dorado PR
Dorian Punj
CRD#: 6606715
Dorado, PR

Dorian Punj (CRD# 6606715) is an Investment Advisor Representative working at Ellevity Capital, LLC in Dorado, PR and has over 7 years of experience in the finance industry.

3
Julia Punj, financial advisor Dorado PR
Julia A. Punj
CRD#: 6606717
Dorado, PR

Julia Punj (CRD# 6606717) is an Investment Advisor Representative working at Ellevity Capital, LLC in Dorado, PR and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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