BLUE ELM ADVISORS

BLUE ELM ADVISORS of HOLMES, NY is an SEC-registered investment adviser (CRD 318686). Regulatory assets under management: $5.6M.

Registration

• CRD: 318686
• Type: Registered investment adviser
• Location: 63 SOUTH WHITE ROCK RD, HOLMES, NY, 12531
• Phone: 203-733-8292
• Latest filing: 2026-01-02
• Regulatory AUM: $5.6M
• Discretionary AUM: $5.6M
• Clients: 2
• Accounts: 37

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 318686 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search