# ELLEVEST, INC.

ELLEVEST, INC. of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 175476
- Type: SEC-registered investment adviser
- SEC file number: 801-106683
- Location: 228 PARK AVE S, PMB 94934, NEW YORK, NY, 10003
- Phone: 844-355-7100
- Latest filing: 2026-07-17
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Clients: 19
- Accounts: 474

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| [Ryan Smith](https://search.stillhousedata.com/person/32160) | CHIEF COMPLIANCE OFFICER | Orlando, FL |
| [Joseph D Mansueto](https://search.stillhousedata.com/person/661593) | EXECUTIVE CHAIRMAN OF THE BOARD | — |
| [Sallie Lee Krawcheck](https://search.stillhousedata.com/person/665950) | SHAREHOLDER (COMMON) | — |
| [Charles Hope Kroll](https://search.stillhousedata.com/person/665951) | SHAREHOLDER (COMMON) | — |
| [Sylvia Shiu Han Kwan](https://search.stillhousedata.com/person/665952) | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER; CO-CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | — |
| [Denise June Brochu](https://search.stillhousedata.com/person/665953) | CHIEF COMPLIANCE OFFICER | — |
| [MANSUETO JOSEPH D](https://search.stillhousedata.com/person/727793) | CHAIRMAN OF THE BOARD AND CHIEF EXECUTIVE OFFICER; EXECUTIVE CHAIRMAN OF THE BOARD | — |
| [TIWARI MUNESHRIE](https://search.stillhousedata.com/person/740306) | CHIEF COMPLIANCE OFFICER | — |
| [WRIGHT THOMAS D](https://search.stillhousedata.com/person/775851) | CHIEF COMPLIANCE OFFICER | — |
| [KRAWCHECK SALLIE LEE](https://search.stillhousedata.com/person/785957) | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, SHAREHOLDER (COMMON); CHIEF EXECUTIVE OFFICER,SHAREHOLDER (COMMON) (+2 more) | — |
| [KAPOOR KUNAL](https://search.stillhousedata.com/person/800163) | CHIEF EXECUTIVE OFFICER | — |
| [KROLL CHARLES HOPE](https://search.stillhousedata.com/person/815368) | CHIEF COMPLIANCE OFFICER AND PRESIDENT; PRESIDENT; SHAREHOLDER (COMMON) | — |
| [TIWARI MUNESHRIE NMN](https://search.stillhousedata.com/person/836466) | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/COUNSEL | — |
| [Zhou Shu](https://search.stillhousedata.com/person/842598) | GENERAL COUNSEL; GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | — |
| [Wynn Elaine P](https://search.stillhousedata.com/person/857880) | TRUSTEE | — |
| [RAIMAN ILYSSA](https://search.stillhousedata.com/person/859958) | GENERAL COUNSEL | — |
| [ASUNCION GISELLE M](https://search.stillhousedata.com/person/864511) | CHIEF COMPLIANCE OFFICER/COUNSEL | — |
| [Hsiung Connie](https://search.stillhousedata.com/person/876532) | CHIEF FINANCIAL OFFICER; CO-CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER | — |
| [KWAN SYLVIA SHIU HAN](https://search.stillhousedata.com/person/883883) | CO-CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/175476/brochure
- Similar advisers: https://search.stillhousedata.com/firm/175476/similar
- Related entities: https://search.stillhousedata.com/firm/175476/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/175476

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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.