FIVE ELMS CAPITAL other names

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Adviser Profile

As of Date:

03/28/2024

Adviser Type:

- Large advisory firm

Number of Employees:

55 34.15%

of those in investment advisory functions:

48 41.18%

Registration:

SEC, Approved, 7/31/2017

Other registrations (1)
AUM:

2,380,236,476 47.19%

of that, discretionary:

2,380,236,476 47.19%

Private Fund GAV:

2,369,759,688 -42.98%

Avg Account Size:

119,011,824 17.75%

SMA’s:

NO

Private Funds:

19 4

Contact Info

(91 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
2B 1B 1B 924M 693M 462M 231M
2017 2018 2019 2020 2021 2022 2023

Recent News

Kansas City-based PayIt raises $100 million plus from Insight Partners
03/28/2021

Along with Insight, PayIt is owned by a variety of investors, including the Missouri Technology Corporation, Advantage Capital, Five Elms, and the KC Rise Fund. For more information, SPN recommends reading the various profiles done by Startland News in ...

siliconprairienews.com

Great Oaks Venture Capital
03/21/2021

and Orrick’s Legal Technology Fund. The latest venture capital, seed, pre-seed, and angel deals for NYC startups for 10/29/2020 featuring funding details for Priori, RealBlocks, and much more.

alleywatch.com

OpenReel raises $19M to simplify remote video production
03/18/2021

And he doesn't anticipate that changing as in-person filming becomes safer post-pandemic. The Series A comes from Five Elms Capital, bringing OpenReel's total funding — debt and equity — to $23.9 million. Firestone said the money will allow the company ...

sg.news.yahoo.com

OpenReel raises $19M to simplify remote video production
03/18/2021

And he doesn't anticipate that changing as in-person filming becomes safer post-pandemic. The Series A comes from Five Elms Capital, bringing OpenReel's total funding — debt and equity — to $23.9 million. Firestone said the money will allow the company ...

Yahoo Finance

OpenReel raises $19M to simplify remote video production
03/18/2021

And he doesn't anticipate that changing as in-person filming becomes safer post-pandemic. The Series A comes from Five Elms Capital, bringing OpenReel's total funding — debt and equity — to $23.9 million. Firestone said the money will allow the company ...

Yahoo Finance

OpenReel raises $19M to simplify remote video production
03/18/2021

The Series A comes from Five Elms Capital, bringing OpenReel's total funding — debt and equity — to $23.9 million. Firestone said the money will allow the company to develop new product ...

Yahoo Finance


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 19 $2,369,759,688

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Private Funds



Employees




Brochure Summary

Overview

Five Elms is a Delaware limited liability company that was formed in June 2007. The Firm’s sole indirect owner is Frederick N. Coulson, who maintains his interest in Five Elms indirectly through Five Elms Capital, LLC. The Firm provides investment advisory services to pooled investment vehicles (each a “Fund” and collectively, the “Funds”). The Funds generally seek to rely on an exemption from registration under the Investment Company Act of 1940, as amended (the “Investment Company Act”), and their securities are not registered under the Securities Act of 1933, as amended (the “Securities Act”). Five Elms provides discretionary investment management services to the Funds in accordance with the applicable limited partnership agreement (or analogous organizational document), management agreement, subscription agreement and side letters of each Fund (each, an “Advisory Agreement”). The Advisory Agreements of a Fund, along with any private placement memoranda and related materials are referred to herein collectively as the “Offering Documents” of such Fund. The Firm’s primary investment objective for each Fund is set forth in such Fund’s Offering Documents. In accordance with a Fund’s individual investment objectives, investments are primarily made in privately-held companies located in the United States as well as elsewhere (each such company is referred to herein as a “Portfolio Company,” and collectively, the “Portfolio Companies”). Five Elms is affiliated with other entities that serve as general partner (each a “General Partner” and collectively the “General Partners”)
to each Fund. The General Partners have generally delegated day-to-day management responsibilities for the Funds to Five Elms, but retain discretion over certain policy-making and oversight functions with respect to the investment program of the Fund and the decision whether to acquire or dispose of investments. The advisory services of Five Elms and of the General Partners are described in this Brochure and in the Advisory Agreements applicable to a Fund, but generally consist of: investigating, identifying, and evaluating investment opportunities; structuring, negotiating, and making investments on behalf of the Funds; managing and monitoring the performance of such investments; and disposing of such investments. The information set forth herein regarding the investment advisory services provided by Five Elms shall also apply in respect of the General Partners unless specifically noted. Five Elms provides investment advice directly to each Fund, subject to the discretion and control of the applicable General Partner, and not individually to the investors in the Funds. Such investors accept the terms of advisory services as set forth in a Fund’s Advisory Agreements. The Firm expects to have broad investment authority with respect to the Funds and, as such, investors should consider whether the investment objectives of the Funds are in line with their individual objectives and risk tolerance prior to investing. As of December 31, 2023, Five Elms manages $2,380,236,476 in regulatory assets on a discretionary basis. The Firm does not manage any assets on a non-discretionary basis.