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ELSEWHERE PARTNERS, LLC

AUSTIN, TX · CRD 293959 · IAPD ↗ · 512-481-4035

$803.0MRegulatory AUM
17Advisory reps
22Employees
0Clients
n/aPlanning clients
11Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2024 — ELSEWHERE PARTNERS, LLC reported RAUM up 39% ($559.9M -> $778.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
56
April 2024 — ELSEWHERE PARTNERS, LLC grew from 12 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.