Ehrenkranz Partners L.P.
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
FINTRXOverview
Ehrenkranz Partners L.P. is an SEC-registered independent RIA organized as a limited partnership and operating since 2004. The firm serves both individual/family and institutional clients and functions as a capital allocator and sponsor/manager of pooled vehicles. Its advisory services include discretionary and non-discretionary portfolio management for individuals, businesses and pooled investment vehicles, plus selection of other advisers. The firm also identifies as an active ESG investor and reports activity as a CPO/CTA in its business affiliations. Fee arrangements include asset-based fees, fixed fees and performance-based compensation.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds40%
- Exchange Traded Equities35%
- Other13%
- US Government Bonds7%
- Cash & Cash Equivalents5%
Owners & executives
3 of 3Barry 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
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$164M in ETFs
100%
$163M
<1%
$820K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI SOUTH KOREA ETF (EWY) | BlackRock | Passive | Miscellaneous Region | $44.8M | 221,979 | 27.32% |
Location
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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