RIA Intel›Advisers›Pennsylvania›ELLIS INVESTMENT PARTNERS, LLC

ELLIS INVESTMENT PARTNERS, LLC

Advisory

N·BERWYN, PA

Data as of Mar 12, 2026 · Source: SEC Form ADV

Total AUM

$987M

1-Year AUM Growth

+15.4%

3-Year CAGR

+7.1%

Employees

18

Assets Under Management

Total AUM$987M

Discretionary AUM$927M

Non-Discretionary AUM$60M

Discretionary %93.9%

Total Clients824

Team

Total Employees18

Investment Advisers23

Employee Growth (1Y)—

Filing History

Total Filings on Record24

First FilingDec 23, 2011

Latest FilingMar 12, 2026

🔒 Full AUM trend chart and 24 historical filings spanning 15+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ELLIS INVESTMENT PARTNERS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.