Elm Wealth: Available Globally
Dynamic Index Investing: low-cost and diversified like an index fund, rebalanced and responsive like active management. Now available in multiple vehicles - anywhere in the world.
$4B
as of 09/30/2026
700+
as of 09/30/2026
0.12%
2011
Products for Non-US Investors
The same Dynamic Index Investing strategy, four different vehicles.
To meet investors where they are.
Customizable Managed Accounts
HELD AT INTERACTIVE BROKERS
Elm Partners Portfolio Ltd.
CAYMAN PRIVATE FUND
Elm Partners All-Equity Portfolio Ltd.
ALL-EQUITY, FLEX TO 150%
Elm Market Navigator ETF
NYSE: ARCA
01
Customizable Managed Accounts
Elm Managed Accounts are fully customizable portfolios, with assets held in your name at Interactive Brokers. Choose your own portfolio settings: Baseline Equity %, Global Mix, Dynamic Scaling. To see this in practice, look at our allocation viewer, or look at our Portfolio Settings tool. Almost endlessly customizable with the ability to fund with and efficiently incorporate existing held assets, as well as choose any one or combination of USD, GBP, or EUR denominated fixed income.
0.12%
Elm Management Fee
$2mm
Minimum*
As of 06/30/2026
02
Elm Partners Portfolio Ltd.
EPP Ltd. is one of Elm's original investment vehicles, with a track record dating back to 2012. Domiciled in the Cayman Islands, it's legally structured like a hedge fund, but with fees a small fraction of the cost, monthly liquidity, and no lock-ups. The fund maintains a fixed baseline of 70/30 equity to fixed income, 50/50 US to non-US assets, with 100% dynamic scaling to market signals. It is an accumulating fund - dividends are retained and reinvested.
0.12%
Elm Management Fee
$1mm
Minimum*
As of 06/30/2026
03
Elm Partners All Equity Portfolio Ltd.
Known internally as EPP Plus, this fund is the newest iteration of Elm's original All-Equity strategy, offering a 100% equity baseline, but now with the ability to scale up to 150% equity when market conditions warrant. Just like EPP Ltd, it's domiciled in the Cayman Islands, with the same fees, same monthly liquidity, and no lock-up. It is an accumulating fund - capital is not distributed to investors until redemption.
0.12%
Elm Management Fee
$1mm
MINIMUM*
As of 06/30/2026
04
Elm Market Navigator ETF
The Elm Market Navigator ETF is the continuation of Elm's original US private fund launched in 2011, now offered as a publicly traded ETF listed on NYSE Arca. The fund distributes an annual dividend, typically in late December, and is HMRC reporting. As we are not tax advisors, we recommend consulting a local tax professional on the implications of holding a US-listed, dividend-paying ETF.
The Elm Market Navigator ETF is distributed by Quasar Distributors, LLC.
0.24%
Expense Ratio
None
Investment Minimum
Passive? Active?
What if you didn't have to choose?
Schedule a Call
Can't find a good time? Reach out to clients@elmwealth.com to coordinate with someone from the Elm team.
*Interested in starting below our minimum? Join our waitlist for more information.
Disclosure: The private funds listed are presented solely for informational purposes and are intended to describe the advisory services provided by Elm Wealth Management. Descriptions of investment objectives, strategies, or holdings are illustrative only and should not be relied upon as investment advice. The listing of the Funds does not constitute an offer to sell any security. Interests in any private fund are offered only pursuant to the applicable fund offering documents and only to investors who meet applicable eligibility and suitability requirements.
1 Elm works with clients who are current or former employees of the companies shown. Logos are displayed for illustrative purposes only and do not constitute a testimonial or endorsement by these companies.
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