Privacy and Legal
Protecting your privacy and safeguarding your financial information is one of our highest priorities.
Below you will find documentation regarding our privacy policy, ADV Part 2A, and ADV Part 2B. The firms Social Media Policy, Business Continuity Plan, Cyber-security Policy, and Policies and Procedures Manual is available upon request.
Required Regulatory Documents
All active Registered Investment Adviser (RIA) firms and Investment Adviser Representatives (IAR) of these firms will complete routine required filings and disclosures. These reports are available to the public on the SEC’s IAPD website. Any client evaluating a potential adviser and/or firm should review this resource for important information, disclosures, and legal/regulatory actions that you should be aware of prior to making an investment decision.
Privacy policy
Investment advisers are required by law to inform clients of their policies regarding privacy of client information.
ADV Part 2a brochure
This brochure provides information about the qualifications and business practices of Elbrus Partners, LLC. Additional information about Elbrus Partners, LLC is also available on the SEC’s website.
BRANDON – ADV PART 2B
This brochure provides information about Brandon R. Barrett that supplements the Elbrus Partners, LLC brochure (Form ADV Part 2A).
Kent – ADV PART 2B
This brochure provides information about Kent Groff that supplements the Elbrus Partners, LLC brochure (Form ADV Part 2A).
Fiduciary Relationship
As fiduciaries, investment advisers are required to act in the best interest of their clients and not place their own interests ahead of their clients. Elbrus can only provide advice/services to clients after establishing a fiduciary relationship by completing the Investment Advisory Contract.
Investment Adviser Representative Public Disclosure Report
IAPD provides information on Investment Adviser firms regulated by the SEC and/or state securities regulators. Individual IAPD reports provided below along with link to search an investment professional’s background.
disclosure
You have questions. wE have answers.
Please call 1-888-679-7463 or e-mail [email protected]
There are no warranties implied. Elbrus Partners, LLC (“EP”) is a registered investment adviser located in Baldwin, Maryland. EP may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
Elbrus Partners, LLC web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Elbrus Partners, LLC web site on the Internet should not be construed by any consumer and/or prospective client as Elbrus Partners, LLC solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.
Any subsequent, direct communication by EP with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Elbrus Partners, LLC, please contact the state securities regulators for those states in which EP maintains a registration filing.
A copy of Elbrus Partners, LLC current written disclosure statement discussing Elbrus Partners, LLC business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Elbrus Partners, LLC upon written request.
EP does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Elbrus Partners, LLC web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Any companies or institutions mentioned on this website or connected is in no way an endorsement of Elbrus Partners, LLC. Third-party content is presented for informational purposes only.
Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations.
Interactive Brokers does not endorse or recommend any introducing brokers, third-party financial advisors or hedge funds, including Elbrus Partners, LLC. Interactive Brokers provides execution and clearing services to customers.
None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Interactive Brokers makes no representation, and assumes no liability to the accuracy or completeness of the information provided on this website.
For more information regarding Interactive Brokers please visit www.interactivebrokers.com.
This website and information herein are not intended to provide investment, tax, legal, accounting, or any other type of professional advice.
Elbrus Partners, LLC is a registered investment adviser. Information presented is for educational and informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.
Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
Past performance is not indicative of future performance.
Certain other fees are not included in the wrap fee and are paid for separately by the client. These include, but are not limited to, margin costs, charges imposed directly by a mutual fund or exchange traded fund, deferred sales charges, odd-lot differentials, transfer taxes, wire transfer and electronic fund fees, and other fees and taxes on brokerage accounts and securities transactions.