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ELMTREE FUNDS, LLC

ST. LOUIS, MO · CRD 338940 · IAPD ↗ · elmtreefunds.com · (314) 828-4200

$7.77BRegulatory AUM
18Advisory reps
37Employees
0Clients
n/aPlanning clients
15Private funds
2States
10Disclosures
fundSegment
ApprovedSEC status

Filing changes

85
January 2026 — ELMTREE FUNDS, LLC (ST. LOUIS, MO) is newly SEC-registered with $7.51B RAUM and 18 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.