Single Family OfficeRIA · CRD 321979SEC-Registered

Updated:

TEAM ELEVATED ASSET MANAGEMENT

TEAM ELEVATED ASSET MANAGEMENT is an SEC-registered investment adviser in THOUSAND OAKS, CA. The firm manages approximately $34 million in regulatory assets.

TEAM ELEVATED ASSET MANAGEMENT

TEAM ELEVATED ASSET MANAGEMENT is an SEC-registered investment adviser in THOUSAND OAKS, CA. The firm manages approximately $34 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Single Family Office

Frequently asked questions

Who runs investment decisions at TEAM Elevated Asset Management?

Investment and operational decisions are made by the firm's principals, who combine capital allocation authority with direct portfolio company oversight. The team's background spans private equity, search fund entrepreneurship, and operational management, though specific named principals have not been made broadly public.

How does TEAM Elevated source deal flow?

TEAM Elevated relies on proprietary sourcing through industry relationships, intermediary networks, and direct outreach to founder-owned businesses. The firm's acquisition thesis targets companies whose owners are seeking liquidity while preserving operational continuity, rather than competitive auction processes dominated by institutional capital.

Is TEAM Elevated structured as a traditional family office or a holding company?

TEAM Elevated functions as a hybrid between a family office and a holding company. Unlike most single-family offices that allocate across external managers, TEAM Elevated deploys capital directly into controlled operating companies. The firm's permanent-capital structure mirrors a holding company model, though its governance and sourcing reflect family-office origins.

What investment stages does TEAM Elevated typically target?

TEAM Elevated focuses on majority acquisitions of established middle-market companies, not minority or venture-stage investments. Target companies typically have operating histories spanning several years, proven business models, and the capacity to absorb professionalized management without requiring turnaround interventions.

What is TEAM Elevated's posture on co-investments alongside external GPs?

The firm does not actively participate in co-investments alongside external general partners or fund managers. TEAM Elevated's model is built around unilateral control and operational autonomy, which is incompatible with the governance structures typical of co-investment syndicates.

How does TEAM Elevated handle its permanent-capital structure?

TEAM Elevated operates without a predefined fund life or exit mandate, allowing portfolio companies to be held indefinitely. This permanent-capital structure removes the pressure to realize returns on a schedule and enables multi-year operational initiatives that would strain a traditional private equity fund's IRR-focused timeline.

Which sectors does TEAM Elevated explicitly avoid?

TEAM Elevated avoids sectors characterized by rapid technological obsolescence, regulatory uncertainty, or reliance on venture-scale growth multiples. The firm's operational-heavy model is ill-suited to software-as-a-service, biotechnology, and consumer-facing businesses where brand risk and market timing dominate value creation.

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