Elmtree Funds, LLC
CRD 286094SEC# 801-116728St. Louis, MO
No longer SEC-registered. Elmtree Funds, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$7.23B
Employees
34
Accounts
16
Location
St. Louis, MO
Elmtree Funds, LLC assets under management
Elmtree Funds, LLC operates as an SEC-registered investment adviser based in St. Louis, MO. It reports $7.2 billion in regulatory assets under management and employs 34 people.
Elmtree Funds, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Hall Leavitt Control | Partner, Gc, Cco & Head Of Strategy | Under 5% | 2019 |
| James Gregory Koman Control | Ceo & Founder | Under 5% | 2011 |
| Kerry Marie Gawyrch Control | Partner, Chief Financial Officer | Under 5% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Elmtree Funds, LLC manage?
Elmtree Funds, LLC reports $7.2 billion in regulatory assets under management on its Form ADV.
How many employees does Elmtree Funds, LLC have?
Elmtree Funds, LLC reports 34 employees.
Where is Elmtree Funds, LLC located?
Elmtree Funds, LLC is based in St. Louis, MO.
Does Elmtree Funds, LLC disclose fund performance?
Elmtree Funds, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8027 Forsyth Blvd, Suite 1100, St. Louis, MO 63105 |
| Office hours | 8:00 a.m. - 5:00 p.m. Ct |
| Discloses disciplinary history | No |
Regulatory AUM
$7.23BNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 10%
Larger than 90% of 16,271 advisers
EmployeesTop 16%
More than 84% of 16,825 advisers
Assets under management
$7.23Bregulatory AUM
Discretionary $7.23B