Elevate Capital Management
Elevate Capital Management

Long-Term Wealth.
Built Here.

Engineering Alpha Through Intelligent Systems — a quantitative and fundamental hybrid approach to generating uncorrelated, risk-adjusted returns across market cycles.

Development

Invested in Your Growth

Elevate Capital empowers the industry's most ambitious talent with the autonomy to execute at the highest level — and the infrastructure to sustain long-term success.

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Culture

Led by Investors

Our leaders built their careers in risk-taking seats. Every firm decision — structure, resources, strategy — is grounded in the perspective of those who have delivered results.

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Edge

Engineered Alpha

Our edge is clear: a fusion of finance, science, and engineering talent, delivering bold investments in places others overlook.

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"Our edge is clear: a fusion of finance, science, and engineering talent, delivering bold investments in places others overlook."
Elevate Capital Management
Investment Framework

Strategy Overview

Elevate Capital deploys a disciplined two-pillar approach: a long market strategy anchored in fundamental research, and a quantitative hedge strategy powered by proprietary algorithms and AI infrastructure.

Explore Strategies
60%

Long Market

Equity & ETF

Strategic long positions in high-conviction global equities and thematic ETFs.

Infrastructure & Crypto

Exposure to hard assets and the primary institutional gateway to digital assets.

Fundamental Research

Guided by our proprietary PSIF framework for rigorous asset selection.

40%

Hedge (Algo)

Alcazar 5 & Risk Parity

Flagship algorithms designed to exploit interest rate and volatility shifts.

Machine Learning

AI-driven forecasting and pattern analysis for uncorrelated returns.

Dynamic Hedging

Variable allocation to mitigate market stress and capture alpha in all conditions.

Performance

Performance Snapshot: Alcazar 5

MetricElevate CapitalS&P 500
Cumulative Return772.9%81.5%
Annualized Return114.6%0.99%
Sharpe Ratio1.651.38
Max Drawdown-41.0%-18.8%
Calmer Ratio2.791.25

Past performance is not indicative of future results. For illustrative purposes only.

Executive Profile

Leadership

Derek Hébert

Chief Executive Officer

Derek Hébert is a seasoned financial services executive with nearly two decades of experience across insurance, wealth management, and capital markets. As the co-founder of Upstream Life Insurance Co., he led the firm's remarkable growth from $6M to over $350M in assets. Under his leadership, the company was recognized as the #3 fastest-growing company in the U.S. and #1 in the insurance sector in 2021. In 2025, Derek successfully sold his stake in Upstream to establish Elevate Capital Management.

Richard Dedu

Chief Investment Officer

Richard Dedu is a former BlackRock investor with extensive experience managing approximately $350 billion in ETF Assets Under Management across multiple asset classes. He uniquely combines deep engineering expertise with financial acumen to lead Elevate's quantitative and investment strategies. As the architect of the firm's flagship algorithms Alcazar 5 and Risk Parity, Richard focuses on exploiting interest rate and volatility shifts to generate uncorrelated, risk-adjusted returns.

Augie Sylk

President

Augie Sylk is a fourth-generation entrepreneur with generational expertise across capital markets. With a track record spanning multiple asset classes and a family legacy of bold investment and leadership, Augie brings a rare combination of financial acumen, track record, and experience. Through Elevate, he is committed to a focus on quality, sustainability, and long-term value creation.

"Augie Sylk founded this firm as a place where talent and ambition meet opportunity. This vision is built with the backbone and ethos that 'How we do anything, is how we do everything.' We carry that vision forward by empowering our people with the resources and autonomy to turn great ideas into reality."
Augie Sylk — President
Investors

Ready to Elevate
Your Portfolio?

Qualified investors seeking institutional-grade alternative investment strategies are invited to begin a conversation with our team.

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