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Edward R Evanouskas

Elm Tree Capital Management LLC

Port Charlotte, FL

CRD 2339035

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Employer firm

Elm Tree Capital Management LLC CRD 158018

$4.70M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Elm Tree Capital Management Llc

Port Charlotte, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-03
CT RA APPROVED 2011-11-03
  • FL RA
    APPROVED
    Since 2025-11-03
  • CT RA
    APPROVED
    Since 2011-11-03

Branch Locations

Port Charlotte, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Elm Tree Capital Management, Llc Bristol CT 01/2010 01/2019
Key Corp Cleveland OH 01/2011 07/2018
Elm Tree Capital Management, Llc Port Charlotte FL 01/2019 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-09-21
  • S65 Uniform Investment Adviser Law Examination
    2011-09-21

View on SEC IAPD

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