Elmrox Investment Group Im L.P. (New York)


Elmrox Investment Group Im L.P. is a large advisory firm based in New York. It manages $100 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2014.

Elmrox Investment Group Im provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Elmrox Investment Group Im: assets under management

The assets under management (AUM) of Elmrox Investment Group Im L.P. is $100 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $100 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $100 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Elmrox Investment Group Im L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Daniel William Lawrence Member 1 Oct 2014 50% - 75% 4567084
Taylor Jinhee Yoo Member 1 Oct 2014 25% - 50% 5330262
Daniel W Lawrence Member 1 Oct 2014 75% - 100% 4567084

Based in New York

The principal office where Elmrox Investment Group Im L.P. performs its advisory services is located at 50 West 29 Th Street, New York, NY 10001, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 646-663-4960 or by fax 917-398-1664. The normal business hours are 9am - 6pm on Monday - Friday.