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ELKWATER CAPITAL

NEW YORK, NY · CRD 333963 · IAPD ↗ · elkwatercapital.com · 212-347-7385

$44.8MRegulatory AUM
1Advisory reps
3Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
April 2026 — ELKWATER CAPITAL reported RAUM up 36% ($32.9M -> $44.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
July 2025 — ELKWATER CAPITAL (NEW YORK, NY) is newly SEC-registered with $32.9M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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