EHRENKRANZ PARTNERS L.P.

RIASEC RegisteredEst. 2004
Total AUM
$21.5B
Discretionary
$5.9B
27% of AUM
Avg account
$106M
Accounts
204
Employees
45
Advisory reps
10

Firm details

Headquarters
New York, New York
CRD number
131728
Registered since
May 28, 2004
Website
www.eplp.com
Custodians
PERSHING LLC, FIDELITY DISTRIBUTORS COMPANY LLC, BANK OF MONTREAL, CHARLES SCHWAB & CO., INC., CITY NATIONAL BANK, J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI70.76%
  • Pooled Investment Vehicles26.48%
  • Charitable Organizations1.67%
  • Investment Companies0.71%
  • Insurance Companies0.38%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Ehrenkranz Partners L.P. is an independent RIA organized as a limited partnership and registered with the SEC since 2004. The firm operates as a capital allocator for both individual and family clients as well as institutional investors, offering portfolio management across individual accounts, pooled investment vehicles and institutional mandates. It also selects and oversees external managers and serves in sponsor/GP roles for pooled vehicles. Fee arrangements include percentage of AUM, fixed fees and performance-based fees. The firm is identified as an active ESG investor and it lists CPO/CTA activities among its business lines.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 40%, Exchange Traded Equities 35%, Other 13%, US Government Bonds 7%, Cash & Cash Equivalents 5%40%
  • Private Funds40%
  • Exchange Traded Equities35%
  • Other13%
  • US Government Bonds7%
  • Cash & Cash Equivalents5%

Owners & executives

3 of 3

  • Barry Rosenthal

    Chief Compliance OfficerCRD 7975197

  • MICHAEL FIERRO

    Chief Financial OfficerCRD 5903219

  • MICHAEL SANCILIO

    Chief Operating OfficerCRD 5213394

Contacts

3 of 7

  • JOEL EHRENKRANZ

    Founding PartnerCRD 4377086

  • HANNAH MENSCH

    PartnerCRD 6445678

  • SANFORD EHRENKRANZ

    Founding PartnerCRD 4378463

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 22

Active vs passive

$121M in ETFs

Passive

96%

$115M

Active

<1%

$5.3M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI SOUTH KOREA ETF (EWY)BlackRockPassiveMiscellaneous Region$27.3M221,97922.61%
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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
375 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth