Elevage Partners provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 101–250 clients last fiscal year. The firm advises 3 private funds.
Elevage Partners reports 368 clients. They include 342 individual clients, 23 high-net-worth individuals, and 3 corporations and other businesses. Of its assets, 93.7% ($145M across 700 accounts) are managed with discretion; $9.75M across 90 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 93% | 55% |
| High-net-worth individuals | 6% | 43% |
| Corporations and other businesses | <1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 342 | $85.1M | 55.1% | $249K |
| High-net-worth individuals | 23 | $66.7M | 43.1% | $2.9M |
| Corporations and other businesses | 3 | $2.79M | 1.8% | $930K |
| Total | 368 | $155M | 100% | $420K |
- Clients
- 342
- Regulatory AUM
- $85.1M
- AUM share
- 55.1%
- Avg. per client
- $249K
- Clients
- 23
- Regulatory AUM
- $66.7M
- AUM share
- 43.1%
- Avg. per client
- $2.9M
- Clients
- 3
- Regulatory AUM
- $2.79M
- AUM share
- 1.8%
- Avg. per client
- $930K
Total
- Clients
- 368
- Regulatory AUM
- $155M
- AUM share
- 100%
- Avg. per client
- $420K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 3
- Financial planning clients last fiscal year
- 101–250
Elevage Partners charges 0.50%–1.00% a year for its Individual portfolio management. The fee is billed in advance or in arrears, is negotiable, has a $5,000 annual minimum and requires an account of at least $50,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Fees are set per engagement from total income and planning assets, charged quarterly, with a minimum quarterly fee of $600.
Jeffery Powell owns 75% or more of Elevage Partners. The leadership team of Elevage Partners includes President Lori Powell. It has 8 employees, 5 of them in advisory roles.
Leadership
- Lori PowellPresident
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 5 in advisory functions
- 5 state-registered reps
- 1 insurance agent
- Owns 75% or more of Elevage Partners, LLC
Jeffery Powell
Control person · since January 2011
- Owns 10% to 25% of Elevage Partners, LLC
Auriga Equity Ventures, LLC
since January 2019
Elevage Partners’ regulatory assets fell from $185M (March 2021) to $155M (March 2026); clients rose from 209 to 368 and employees were 8 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $155M | 368 | 8 | 7 |
| May 2025May 2025 | $147M | 371 | 10 | 7 |
| May 2024May 2024 | $144M | 371 | 10 | 7 |
| Jun 2023June 2023 | $162M | 362 | 11 | 3 |
| May 2022May 2022 | $134M | 180 | 10 | 2 |
| Mar 2021March 2021 | $185M | 209 | 8 | 3 |
Besides its headquarters, Elevage Partners has 6 offices (3 private residences, listed without an address), with 4 listed addresses across 3 states.
Massachusetts · 2 listed addresses
- 819 Worcester Street, Springfield
- 734 Longmeadow St, Longmeadow
Arizona · 1 listed address
- 1801 W Deuce of Clubs, Show Low
Nevada · 1 listed address
- 5470 Kietzke Lane, Suite 300, RenoHQ
Contact and registration details
- Legal name
- Elevage Partners, LLC
- Headquarters
- 5470 Kietzke Lane, Suite 300, Reno, NV 89511
- Website
- elevagepartners.com
- Phone
- 800-725-1622
- @elevage-partners
- SEC file
- 801-112475
- Structure
- Delaware LLC
- Fiscal year end
- December
Elevage Partners’ named custodian for separately managed accounts is Axos Clearing ($68.4M). Elevage Partners has custody of client assets.
- Axos ClearingAxos Clearing LLC · Omaha, NE · $68.4M100%
At year end, Elevage Partners’ separately managed accounts were mostly in stocks (67%) and funds (27%).
What the accounts hold
- Stocks67%
- Funds27%
- Bonds5%
- Investment grade corporate bonds3%
- U.S. government and agency bonds2%
- Cash1%
How many clients does Elevage Partners have?
Elevage Partners has 368 clients and manages $155 million for them, as of March 2026. They include 342 individual clients, 23 high-net-worth individuals, and 3 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Elevage Partners offer?
Elevage Partners provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Elevage Partners charge?
Elevage Partners charges 0.50%–1.00% a year for its Individual portfolio management. The fee is billed in advance or in arrears, is negotiable, has a $5,000 annual minimum and requires an account of at least $50,000.
Source: ELEVAGE PARTNERS, LLC FORM ADV PART 2A, filed 27 March 2026
Which custodians does Elevage Partners use?
Elevage Partners’ separately managed account assets are held at Axos Clearing LLC (Omaha, NE), with $68.4M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Elevage Partners have?
Elevage Partners has 5 investment adviser representatives registered with state securities authorities, out of 8 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Elevage Partners invest in?
At the end of its last fiscal year, Elevage Partners’ separately managed accounts held 67% exchange-traded equities, 27% registered funds (mutual funds, ETFs, BDCs), 3% investment grade corporate bonds, 2% U.S. government and agency bonds and 1% cash and equivalents. It advises 3 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Elevage Partners have a minimum investment?
Yes, Elevage Partners’ minimum account size for its Individual portfolio management is $50K. It charges a $5K annual minimum fee.
Source: ELEVAGE PARTNERS, LLC FORM ADV PART 2A, filed 27 March 2026
Who owns Elevage Partners?
Elevage Partners’ direct owners are Jeffery Powell (75% or more) and Auriga Equity Ventures, LLC (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Elevage Partners get paid?
Elevage Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Elevage Partners?
Elevage Partners’ main office is at 5470 Kietzke Lane, Suite 300, Reno, NV 89511. Its phone number is 800-725-1622. Its website is elevagepartners.com.