American Elm

Distributing innovative alternative investments and
providing tailored compliance solutions

American Elm Distribution Partners, LLC as a managing broker dealer is a relationship driven investment management firm doing business to change investor outcomes. Through our strategic partnerships and unique approach we have developed an independent investment model exclusive to our firm and seasoned distribution professionals.

American Elm is the selling agent for public and private offerings. Please contact us at for further information.

investor relations services

What we do

Our Services


Act as the Managing Broker-Dealer or exclusive selling agent of an investment offering

Field-Level Sales Support

In-person and virtual wholesaling to Financial Advisors

Marketing Support

Electronic communications, webinars or other PR, product and strategy updates, as well as advertising compliance

National Account Management

Facilitate/coordinate, fund due diligence, platform placement, ongoing communication, & servicing of CIO relationships

General Distribution Administration

National & Regional Conference or other Marketing Event Support


Oversight of Activity and Communications

Distribution and Managing Broker
Dealer Opportunities:

Unique Fundraising Ability: American Elm understands the importance of building sponsor relationships from the initial due diligence screening to forming a partnership to raise both short term and long term capital.

Multi-Channel Distribution Capabilities: American Elm has built significant relationships through all major channels of distribution including Institutions, Registered Investment Advisors, Family Offices, and Independent Broker Dealers. We understand the importance of not only raising equity but diversifying the equity raise sources. A distribution strongest asset is its strategic relationships and we pride ourselves on the relationships we have developed and the impact those relationships have had on the asset managers we have distributed.

Cost Efficient Distribution Opportunities: Establishing internal and external distribution can require asset managers to allocate significant resources in both time and money to build a capital markets team. With American Elm, you have the ability to tap into a network of seasoned individuals that can help keep initial costs down and mitigate the need to staff up to a large group prior to seeing a significant spike in equity raising. We have the capabilities to grow the team as necessary based on a sustainable equity raise over time, negating the need to over spend on a team allowing your equity raise to keep pace with necessary spending.

Check the background of this firm on FINRA’s BrokerCheck



Risk Disclosure

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Terms and Conditions

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Customer Relationship Summary

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Privacy Policy

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Business Continuity Plan

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Learn how American Elm's compliance and distribution solutions can protect and grow your business.



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