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, owner-operated RIA that acts as a capital allocator for both individual/family and institutional clients. The firm is registered with the SEC (registered in 2012) and offers financial planning, portfolio management for individuals, small businesses and institutions, and manager selection services. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Ellis does not identify as an active ESG investor. The firm was recognized by FA Magazine in 2020 on its Top RIA Firms list.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 180Active vs passive
$488M in ETFs
84%
$411M
14%
$76.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $34.8M | 386,342 | 7.14% |
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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