Single Family OfficeRIA · CRD 336094SEC-Registered

Updated:

CS ELLIS

CS ELLIS is an SEC-registered investment adviser with approximately $17 million in regulatory assets under management. The firm has 1 employee and 1 investment...

CS ELLIS

CS ELLIS is an SEC-registered investment adviser with approximately $17 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who runs investment decisions at CS ELLIS?

The firm has not publicly disclosed its investment committee members, managing principals, or family governance structure. Single-family offices of this profile typically concentrate decision-making authority in a single family principal or a small, internally appointed investment committee. Without a public-facing website or regulatory filings that name key individuals, the specific leadership structure remains private.

Is CS ELLIS structured as a single family office or does it operate more like a venture firm?

CS ELLIS is structured as a single-family office, managing capital for a single family with no external limited partners. It does not operate like a venture firm — there is no fund structure, no external capital, no marketed investment thesis, and no portfolio companies publicly associated with the firm. Its posture is consistent with a pure preservation-and-privacy mandate, not a venture-scale deployment model.

Does CS ELLIS participate in fund commitments or only direct deals?

No public information confirms whether CS ELLIS allocates to external funds, makes direct investments, or blends both approaches. In practice, single-family offices of this profile often use a hybrid model — committing as limited partners to select private equity and venture funds while also pursuing direct co-investments — but CS ELLIS has not disclosed its specific strategy.

What investment stages does CS ELLIS typically target?

CS ELLIS has not publicly defined its investment stage preferences. Many single-family offices target a broad range including growth equity, buyout, and late-stage venture, sometimes with selective early-stage exposure through fund commitments. Without disclosure, the firm's stage affiliation remains unconfirmed.

How does CS ELLIS source investment opportunities given its low public profile?

Family offices with no public footprint typically source opportunities through long-standing private networks — relationships with investment banks, wealth advisors, multi-family office intermediaries, and peer family offices. CS ELLIS's absence from public deal databases suggests a fully relationship-driven sourcing model rather than any inbound or marketed origination channel.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Single Family Office profiles