Skip to content

Katharine Dailey

Chief Operations Officer at Elmwood Asset Management

Officer recordForm ADV filed 4 March 2026

Katharine Dailey is Chief Operations Officer of Elmwood Asset Management LLC, a New York investment adviser.

Career

Katharine Dailey has been Chief Operations Officer of Elmwood Asset Management since October 2021. Katharine Dailey is a control person of the firm and directly owns under 5% of it.

Elmwood Asset Management LLC is a New York, NY firm with $24.3B under management, 52 clients and 21 advisers in one office, as of its March 2026 filing.

Elmwood lists Katharine Dailey as its Chief Operating Officer.

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Credentials and registrations

Individual registration and examination information for Katharine Dailey is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Katharine Dailey
CRD
7471123
Record basis
Form ADV officer listing

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Katharine Dailey work?

Katharine Dailey has been Chief Operations Officer of Elmwood Asset Management LLC since October 2021, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 4 March 2026

Leadership at Elmwood Asset Management

Sources

  1. IAPD individual lookup, CRD 7471123. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Elmwood Asset Management LLC, filed 4 March 2026. Title, control and ownership bands.
  3. Elmwood Asset Management team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction