Ellevest, Inc.
● SEC registered since 2015CRD 175476SEC# 801-106683New York, NY
Reg. AUM
$1.13B
Employees
19
Accounts
474
Location
New York, NY
Ellevest, Inc. assets under management
Ellevest, Inc. is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2015. It reports $1.1 billion in regulatory assets under management and employs 19 people.
Ellevest, Inc. owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Hope Kroll | Shareholder (common) | 10-25% | 2014 |
| Khosla Ventures Seed C, LP | Shareholder (preferred) | 5-10% | 2017 |
| Morningstar, Inc | Shareholder (preferred) | 5-10% | 2017 |
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Ellevest, Inc. manage?
Ellevest, Inc. reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Ellevest, Inc. have?
Ellevest, Inc. reports 19 employees.
Where is Ellevest, Inc. located?
Ellevest, Inc. is based in New York, NY and has been SEC-registered since 2015.
Does Ellevest, Inc. disclose fund performance?
Ellevest, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 228 Park Ave S, Pmb 94934, New York, NY 10003 |
| Phone | 844-355-7100 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.13B▼ 47%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$1.13Bregulatory AUM
Discretionary $1.13B