# ELM PARTNERS MANAGEMENT LLC

ELM PARTNERS MANAGEMENT LLC of PHILADELPHIA, PA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 167225
- Type: SEC-registered investment adviser
- SEC file number: 801-78018
- Location: 50 S 16TH ST., FL 18 STE C, PHILADELPHIA, PA, 19102
- Phone: (888) 676-3148
- Latest filing: 2026-03-29
- Regulatory AUM: $3.0B
- Discretionary AUM: $3.0B
- Clients: 8
- Accounts: 905

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Investment cos

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Jerry Arch Bell | CHIEF REVENUE OFFICER | — |
| Victor John Haghani | CHIEF INVESTMENT OFFICER | — |
| Celeste Lee Haghani | GRANTOR; MEMBER | — |
| James Woodson White | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Andrea Jane Paul | TRUSTEE | — |
| WHITE LAURIE WOODSON | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| HAGHANI VICTOR JOHN | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER (+3 more) | — |
| HAGHANI CELESTE LEEMA | MEMBER | — |
| HAGHANI CELESTE LEE | MEMBER | — |
| McBride Samantha Joanne | PORTFOLIO MANAGER & CHIEF COMPLIANCE OFFICER | — |
| BELL JERRY ARCH | CHIEF REVENUE OFFICER | — |


## Disclosures (8)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2023-09-11 | regulatory | FAILURE TO COMPLY WITH AMENDMENTS TO ADVISERS ACT RULE 206(4)-1 THAT THE COMMISSION ADOPTED IN DECEMBER 2020 (THE "AMENDED MARKETING RULE"). | Final | $175K |
| 2018-03-13 | regulatory | FAILURE TO FILE FORM PF (REGULATORY ASSETS UNDER MANAGEMENT AND RISK EXPOSURE REPORTING) | Final | $75K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/167225/brochure
- Similar advisers: https://search.stillhousedata.com/firm/167225/similar
- Related entities: https://search.stillhousedata.com/firm/167225/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/167225

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.