Ellisville Harbour Partners
Firm details
- Headquarters
- ,
- CRD number
- 312311
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Ellisville Harbour Partners LLC is an independent registered investment adviser operating as a privately held, individually owned firm that focuses on wealth management for individuals and families. The firm provides portfolio management services geared toward individual clients and small businesses. Its fee model combines a percentage-of-assets charge with the potential for performance-based fees, which suggests use of strategies or products that permit incentive compensation. The adviser does not market itself as an ESG-focused manager, does not serve as a pension consultant or multi-state adviser, and does not operate as a capital allocator or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities100%
Contacts
1 of 1
George Massey
Managing MemberCRD 5820572
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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