Ellevest is an investment advisor in New York with $1.43 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Ellevate Financial, Inc.
SEC CIK
IRS number
472458326
SEC advisor number
801-106683
FINRA CRD number
175476
AUM ?
$1.90 bn
(as of 15 Feb 24)
Accounts
144,143
(as of 15 Feb 24)
Employees
104
(31 investment advisory or research)
Address
Ellevest
48 W 25TH STREET
6TH FLOOR
NEW YORK
NY 10010
48 W 25TH STREET
6TH FLOOR
NEW YORK
NY 10010
Phone
844-355-7100
Latest filings (excl ownership)
D
$12.31M in equity, sold $12.31M, 21 investors
13 Nov 20
D/A
$38M in equity, sold $34.5M, 38 investors
13 Aug 19
D/A
$33M in equity, sold $33M, 37 investors
28 Mar 19
D
$33M in equity, sold $28.05M, 36 investors
26 Mar 19
D
$832K in options, sold $26K, 2 investors
25 Oct 18
D
$34.64M in equity, sold $32.46M, 25 investors
23 Aug 17
D
$2M in equity, sold $2M, 10 investors
4 Jun 15
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
19 Apr 22
13F-HR
Quarterly holdings report by institutional manager
24 Jan 22
13F-HR
Quarterly holdings report by institutional manager
19 Oct 21