SourcingSourcing

ELITE TAMP LLC

C37
CRD 327535·SEC 801-128578·CARMEL BY THE SEA, CA
AUM
$322K
<$25M
Est. Revenue
$3K
@ 1% on AUM
Est. EBITDA
$966.189
@ 30% margin
Est. Deal Value
$8K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ELITE TAMP LLC
CRD
327535
SEC file #
801-128578
EIN
—
DBA names
Elite Portfolios

Economics

AUM
$322K
AUM band
<$25M
AUM trajectory
'25'26
$497K → $322K▼ -35%
Client mix
Other Investment Advisers1

Operations

Employees (total)
1
Advisory staff (per ADV)
0
Advisory staff (5-yr trend)
—
Primary office
CARMEL BY THE SEA CA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — businesses
Fee basis
Other Compensation

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
elitetamp.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PURPLE MARLIN LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
PURPLE MARLIN LLC
RUTHERFORD, GREGORY, ALLAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ELITETAMP.COM
Rdap Domain Creation Date
2021-04-26T18:25:23Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Fdic Zip Total Deposits
11,053,496,000
Fdic Zip Branch Count
152
Fdic Zip Top Banks
Wells Fargo Bank, National Association
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
Full
E*trade4
Fdic Zip Branches Raw
First Interstate Bank of CaliforniaCarmel-By-The-Sea, CA
Monterey County BankCarmel Rancho, CA
Fdic Zip HHI
2807.32
Fdic Zip Top Bank Share Pct
48.61
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
Yes
Rdap Domain Expiration Date
2027-04-26T18:25:23Z
Rdap Domain Last Changed
2026-05-08T15:50:04Z
Rdap Nameservers
Connect1.squarespacedns.comConnect2.squarespacedns.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Trust Company Affiliate
No

People (2)

2
RUTHERFORD, GREGORY, ALLAN
Executive Officer · 2.5%
2459249
JEFFREY ANDREW SMITH
Executive Officer · 2.5%
4926961