Elevation Investment Consulting

Roger Coleman serves as CEO and CIO and is the central decision-maker for the firm's single concentrated equity strategy. Coleman previously managed institutional large-cap portfolios at AllianceBernstein and co-managed the RiverSource Large Cap Equity strategy at Ameriprise Financial. The firm operates with a deliberately small investment team, and turnover in senior personnel has been minimal since inception.

Elevation typically holds between 25 and 40 names in its global equity strategy, with the top 10 positions often representing more than half of total assets. The firm does not manage against a benchmark and accepts the higher single-stock volatility this concentration creates. This contrasts sharply with the diversified, factor-neutral approaches that dominate institutional equity management.

No. Elevation has operated the same single global equity strategy since 2008 and has not launched separate funds, private vehicles, credit strategies, or real-asset arms. The firm's Form ADV filings show it functions as a single-strategy registered investment adviser with no private fund vehicles.

Elevation serves separately managed accounts for institutional investors and qualified individuals. The firm's Form ADV filings indicate a mix of high-net-worth individuals, family offices, and smaller institutions. It does not operate pooled investment vehicles, which distinguishes it from the mutual fund and ETF structures Coleman managed earlier in his career.

Elevation does not invest in commodities, energy, materials, or heavy-industrial cyclicals. The strategy is deliberately confined to technology, fintech, digital health, and related services where Coleman believes the investment team's analytical edge is strongest and business models are durable enough to justify concentrated position sizes.

No. Despite its boutique structure and concentrated approach, Elevation is a registered investment adviser under the SEC and manages capital for multiple external clients. It does not serve a single family and does not identify as a family office. Its size and culture may resemble a family office investment operation, but its legal and client structure is that of an institutional asset manager.

There is no operating or capital relationship between Elevation and AllianceBernstein, Ameriprise Financial, or their successor entities. Coleman left those platforms intentionally to avoid the product-proliferation and asset-gathering pressures that he judged as dilutive to performance. Elevation has no distribution partnerships, sub-advisory arrangements, or revenue-sharing agreements with any large asset manager.