ELLIS INVESTMENT PARTNERS, LLC
SEC Form ADV profile.
Total regulatory AUM
$986,849,047
Discretionary
$927,136,605
Non-discretionary
$59,712,442
Firm details
- CRD number
- 157669
- SEC file number
- 801-73011
- Main office
- BERWYN, PA, United States
- Employees
- 23
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.