Elevate Capital Management

  • Investment Bank/Securities Brokerage
  • San Francisco CA
  • 6 employees
  • Investment Management
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Company Overview

Headquarters
One Embarcadero Center, Suite 400, San Francisco CA
Website
elevatecapm.com
Employees
6
Founded in
2019
Industry
Investment Bank/Securities Brokerage
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Financials & Stats

Revenue

$3B

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Who is Elevate Capital Management

Elevate Capital Management is a privately held investment management company based in San Francisco, California. The company employs six individuals and reported $2.5 million in revenue. Elevate Capital Management specializes in providing financial advice to executives with complex equity-based compensation plans, including Restricted Stock Units (RSUs) and Incentive Stock Options (ISOs). Their team comprises institutional asset class experts with over 50 years of combined experience, aiming to bring a high level of expertise typically reserved for institutional investors to individual clients. The company distinguishes itself by focusing on client service and striving to achieve long-term successful outcomes. Elevate Capital Management aims to transform the financial advisory industry by prioritizing client needs and offering an institutional level of expertise and resources to individual clients. To learn more about Elevate Capital Management's services, visit their website at elevatecapm.com.

Company Leadership

Garo Kochounian

Co-Founder and Managing Partner

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George Lordi

Co-Owner

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Elevate Capital Management Industry Tags

Financial Planning
Real Estate
Portfolio Management
Family Coaching
Family Office
Risk Management
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FAQ

What is the location of Elevate Capital Management's headquarters?
The headquarters of Elevate Capital Management are situated at One Embarcadero Center, Suite 400, San Francisco CA
What is Elevate Capital Management's official website?
The official website of Elevate Capital Management can be found at elevatecapm.com.
What is Elevate Capital Management's current revenue?
As of October 2022, Elevate Capital Management's annual revenue reached $3B.
How many employees does Elevate Capital Management currently have?
Elevate Capital Management employs approximately 6+ people as of October 2022
Which industries is Elevate Capital Management primarily operating in?
Elevate Capital Management operates in the following industries: Investment Management
Who is the Co-Founder and Managing Partner of Elevate Capital Management?
Elevate Capital Management's Co-Founder and Managing Partner is Garo Kochounian
What are Elevate Capital Management's industry tags?
Elevate Capital Management's industry tags include: Financial Planning, Real Estate, Portfolio Management
When was Elevate Capital Management founded?
Elevate Capital Management was founded in 2019.

Employee Directory

Key Employees

Jeremy Bardin

Co-Founder & Managing Partner

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Joey Black

VP New Business Development

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Michael Bradley

Crowdfunding Compliance Director

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