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PARK + ELM INVESTMENT ADVISERS
PARK + ELM INVESTMENT ADVISERS is an SEC-registered investment adviser in CARMEL, IN. The firm manages approximately $88 million in regulatory assets.
Overview
PARK + ELM INVESTMENT ADVISERS is an SEC-registered investment adviser in CARMEL, IN. The firm manages approximately $88 million in regulatory assets. It has 3 employees and 3 investment advisers.
General information
Firm type
Multi Family Office
Year founded
2009
Location
Region
North America
Country
United States
City
Carmel
Corporate office
Darien, CT, United States
Principals
Ann L. Harter
Managing Director
Robert M. Harter
Managing Director
Suzanne Hirt
Managing Director
Stephen S. Romaine
Managing Director
Frequently asked questions
Who runs investment decisions at Park + Elm?
Managing Directors Ann Harter, Robert Harter, Suzanne Hirt, and Stephen Romaine set investment policy and approve individual manager selections. The firm does not delegate authority to an external investment committee, which keeps decision-making within the senior team that directly serves each family relationship.
How does Park + Elm source proprietary deal flow?
The firm does not operate a formal proprietary-sourcing engine. Its co-investment and private-market exposure come through relationships with general partners who have worked with the firm's principals over multiple fund cycles. Because Park + Elm carries no distribution mandate and makes decisions quickly, GPs often offer capacity before broader fundraising launches.
What geographic regions does Park + Elm serve?
The firm is headquartered in Darien, Connecticut and serves families primarily across the Northeast corridor. Its client base includes families in Fairfield County, New York City, and Boston, though the firm manages assets for families elsewhere who value the specific expertise in concentrated single-business wealth.
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