Investment adviser · CRD 157669
ELLIS INVESTMENT PARTNERS, LLC
Investment adviser filing (IA)
BERWYN, PA, United States · Form ADV filed Mar 12, 2026
- Regulatory AUM
- $987M Form ADV · Item 5.F
- Client accounts
- 792 Accounts, not individual clients
- Employees
- 23 Reported in this filing
- Advisory professionals
- 18 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 291 | $704,613,493 | 71.4% |
| Individuals | 495 | $181,353,847 | 18.4% |
| Retirement plans | 22 | $50,889,163 | 5.2% |
| Corporations & businesses | Fewer than 5 | $18,495,235 | 1.9% |
| Other clients | Fewer than 5 | $12,881,135 | 1.3% |
| Charities | 5 | $11,624,445 | 1.2% |
| Government entities | Fewer than 5 | $6,991,729 | 0.7% |
Filing source
Form ADV 2060833 · Mar 12, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 12, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
920 CASSATT ROAD, 200 BERWYN PARK, SUITE 115BERWYN, PA, 19312, United States
CRD 157669
Filing source
Form ADV 2060833 · Mar 12, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.