Ellsworth Advisors, LLC

Overview

Ellsworth Advisors, LLC is an independent, SEC-registered advisory firm (registration year 2018) organized as an LLC. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that combines fee-based portfolio management and financial planning with insurance brokerage capabilities. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of third-party advisers. The firm also takes sponsor roles in private investment structures, acting as sponsor/GP or managing member in pooled vehicles and as sponsor of limited partnerships. Fee arrangements include both percentage-of-AUM billing and fixed-fee engagements. The firm reports that it is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices