ELLIS INVESTMENT PARTNERS, LLC
Firm details
- Headquarters
- BERWYN, Pennsylvania
- CRD number
- 157669
- Registered since
- January 6, 2012
- Website
- ellisinvestmentpartners.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI71.4%
- Individuals18.38%
- Pension & Profit Sharing Plans5.16%
- Corporations / Businesses1.87%
- Other1.31%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Ellis Investment Partners, LLC is an independent, SEC‑registered wealth advisory firm formed in 2012 and organized as an LLC. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that blends discretionary portfolio management with financial planning and manager selection. Primary advisory services listed include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, and selection of third‑party advisers. Fee arrangements include percentage‑of‑AUM billing alongside hourly and fixed‑fee options. The firm was recognized by FA Magazine in 2020 as a Top RIA Firm.
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
- Public Funds/Mutual Funds72%
- Exchange Traded Equities20%
- Cash & Cash Equivalents8%
Owners & executives
2 of 2ANDREW SCHAFFER
Financial Planning CoordinatorCRD 6213821
Nicholas Sun
Chief Compliance OfficerCRD 6908936
Contacts
3 of 16DAVID SUN
Founder and PresidentCRD 1849131
JENNIFER GARRETT
Senior Portfolio ManagerCRD 1628496
ROSS MULDOON
Financial PlanningCRD 5243220
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 172Active vs passive
$420M in ETFs
88%
$371M
10%
$48.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $29M | 66,419 | 6.91% |
Location
BERWYN, PA
CHESTER
Location
BERWYN, PA
Headquartered in BERWYN, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- CHESTER
- Address
- 920 Cassatt Rd
- Time zone
- ET (UTC-5)
- Office locations
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