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Victor John Haghani

Verified

Verified

ELM Partners Management LLC

Specializations
Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
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About Victor John Haghani

Victor Haghani graduated from the London School of Economics in 1984. He worked for Salomon Brothers in New York in research and on the bond arbitrage desk from 1984-1993. In 1993, Victor was a co-founding partner and co-headed the London office of the hedge fund Long-Term Capital Management. He founded Elm Wealth in 2011 to help clients, including his own family, manage and preserve their wealth through Dynamic Index Investing®, an investment approach pioneered at Elm. Victor discussed the potential benefits of combining the best features of passive and active investing in a TEDx talk he gave on investing, Where Are All the Billionaires and Why Should We Care?. Victor has been a prolific contributor to the academic and practitioner finance literature, writing many articles published in peer-reviewed academic journals, anthologies, and mainstream news media. Victor has helped run several widely referenced investor psychology experiments, often based on subjects betting real money on uncertain, positive edge opportunities (Coin Flip game and Crystal Ball challenge). He is a co-author of The Missing Billionaires: A Guide to Better Financial Decisions (Wiley, 2023), which was named to The Economist’s Best Books of 2023 list.

Firm Information

Victor Haghani is currently registered with ELM Partners Management LLC. ELM Partners Management LLC is an investment advisor based in Philadelphia, Pennsylvania. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles. As of 2022, ELM Partners manages over $1.5 billion in assets for clients including high-net-worth individuals, charitable organizations, and pooled investment vehicles.
ELM Partners Management LLC

50 S 16TH ST.

PHILADELPHIA, PA 19102

$1.50B

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Victor Haghani’s Registration & Firm History

PA

06/03/2019 - Present

ELM Partners Management LLC (PHILADELPHIA PA)

NA

04/23/1985 - 04/21/1993

SALOMON BROTHERS INC.

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Licenses & Designations

IA

Issued 06/03/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/19/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/02/1985

Series 3 - National Commodity Futures Examination

BC

Issued 07/29/1985

Series 15 - Foreign Currency Options Examination

BC

Issued 07/29/1985

Series 5 - Interest Rate Options Examination

BC

Issued 04/20/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Victor John Haghani.
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