# PARK + ELM INVESTMENT ADVISERS

PARK + ELM INVESTMENT ADVISERS is a Multi Family Office based in Carmel, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Carmel, United States
- **Region:** North America
- **Address:** Darien, CT, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** parkelm.com
- **LinkedIn:** https://www.linkedin.com/company/3651864

## Regulatory record

- **CRD number:** 146233
- **SEC file number:** 801-68791
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/146233

## About

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.

## People

- Ann L. Harter — Managing Director
- Robert M. Harter — Managing Director
- Suzanne Hirt — Managing Director
- Stephen S. Romaine — Managing Director

## 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.

## Related profiles

- [Pariveda Investment Management](https://altss.com/profile/pariveda-investment-management)

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Last updated: 2026-07-06T01:24:22.882Z

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