SourcingSourcing

ELLIOTT INVESTMENT MANAGEMENT L.P.

C22
CRD 307151·SEC 801-119969·WEST PALM BEACH, FL
AUM
$128.62B
$1B+
Est. Revenue
$1.29B
@ 1% on AUM
Est. EBITDA
$385.9M
@ 30% margin
Est. Deal Value
$3.09B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ELLIOTT INVESTMENT MANAGEMENT L.P.
CRD
307151
SEC file #
801-119969
EIN
000000000
DBA names
—

Economics

AUM
$128.62B
AUM band
$1B+
AUM trajectory
'21'26
$71.56B → $128.62B▲ +80%
Client mix
Pooled Investment Vehicles48

Operations

Employees (total)
665
Advisory staff (per ADV)
282
Advisory staff (5-yr trend)
'21'26
201 advisors → 282 advisors▲ +40%
Primary office
WEST PALM BEACH FL
Branches
—

Custodian & Brokerage

Primary custodian
BNY Mellonmedium confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/elliott-advisors-uk-limited(social)

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ELLIOTT INTERNATIONAL
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
10
Control Persons
ELLIOTT INTERNATIONAL
ELLIOTT CAPITAL ADVISORS, L.P.
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
322,576
Form 5500 Compensation Trajectory 3y
2025322,576
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
322,576
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001956116
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2023-02-14
Edgar Last Filing Date
2023-10-04
Edgar Form D Count
2
Edgar Form D Offerings
2023-10-042023-10-04 · 0001956116-23-000002
2023-02-142023-02-14 · 0001956116-23-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Window
Bny Mellon1
Full
Wells Fargo32
Jpmorgan20
Goldman Sachs18
Morgan Stanley17
Pershing12
Edgar Addresses
Mailing
C/O ELLIOTT INVESTMENT MANAGEMENT L.P.360 ROSEMARY AVE., 18TH FLOORWEST PALM BEACH, FL 33401
Business
C/O ELLIOTT INVESTMENT MANAGEMENT L.P.360 ROSEMARY AVE., 18TH FLOORWEST PALM BEACH, FL 33401
Edgar EIN
000000000
Edgar Recent Filings
D/A2023-10-04 · 0001956116-23-000002
D2023-02-14 · 0001956116-23-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (8)

8
ELLIOTT CAPITAL ADVISORS, L.P.
Direct Owner · 37.5%
292232
JOEL, EDWARD, THOMAS
Executive Officer · 2.5%
1878527
MAGNAN, JEAN-YVES
Executive Officer · 2.5%
7242973
POLLOCK, JONATHAN, D
Executive Officer · 2.5%
1619709
SHOHET, ZION, MOSHE
Executive Officer · 2.5%
5730424
SINGER, PAUL, ELLIOTT
Executive Officer · 2.5%
872317
ZABEL, RICHARD, BENJAMIN
Executive Officer · 2.5%
6582384
GREENBERG, ELLIOT
Executive Officer · 2.5%
1250067