Thakkar, Amit, Hasmukh
State-registered
Endowment & Foundation Advisor · Boutique (under $100M)
CRD 157054
· Rochester, NY
· WWW.ELEVATIONCONSULTING.COM
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $61.4M
- Discretionary
- $0
- Clients
- 44
- Avg AUM / client
- $1.4M
- Accounts
- 47
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 28 | $8.8M | 14.4% |
| High net worth individuals | 11 | $10.3M | 16.7% |
| Pension and profit sharing plans | Fewer than 5 clients | $30.3K | 0.05% |
| Charitable organizations | 5 | $41.6M | 67.8% |
| Corporations and other businesses | Fewer than 5 clients | $622K | 1.01% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.06 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $24.1M (39% of AUM) Mar 2026
- Vanguard Marketing Corporation $18.0M (29% of AUM) Mar 2026
- LPL Financial $9.4M (15% of AUM) Mar 2026
- Interactive Brokers $6.7M (11% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗