Investment adviser · CRD 297464
ELLSWORTH ADVISORS, LLC
Investment adviser filing (IA)
HUDSON, OH, United States · Form ADV filed Feb 23, 2026
- Regulatory AUM
- $1.41B Form ADV · Item 5.F
- Client accounts
- 2,088 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 11 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 |
|---|---|---|---|
| Individuals | 641 | $794,195,646 | 56.5% |
| High-net-worth individuals | 212 | $592,669,757 | 42.1% |
| Corporations & businesses | 7 | $19,599,177 | 1.4% |
Filing source
Form ADV 2056881 · Feb 23, 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
9 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.
SAINTS & ANGELS SCALLOPING COMPANY,Private Equity Fund · Last reported Feb 23, 2026$4.98MGross asset value
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-3544283884
- Reported beneficial owners
- 31
- Minimum commitment
- $25K
Form ADV 2056881 · Feb 23, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
GDP INVESTMENT PARTNERS, LLCPrivate Equity Fund · Last reported Feb 23, 2026$4.93MGross asset value
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-2944350409
- Reported beneficial owners
- 43
- Minimum commitment
- $25K
Form ADV 2056881 · Feb 23, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
TORSION GROUP PARTNERS, LLCPrivate Equity Fund · Last reported Feb 23, 2026$4.86MGross asset value
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-1377547733
- Reported beneficial owners
- 44
- Minimum commitment
- $25K
Form ADV 2056881 · Feb 23, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BUCKEYE SCALLOPING COMPANY, LLCPrivate Equity Fund · Last reported Feb 23, 2026$4.47MGross asset value
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-2260669720
- Reported beneficial owners
- 29
- Minimum commitment
- $18K
Form ADV 2056881 · Feb 23, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CHATHAM SCALLOPING COMPANYPrivate Equity Fund · Last reported Feb 23, 2026$3.35MGross asset value
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-7098185560
- Reported beneficial owners
- 19
- Minimum commitment
- $25K
Form ADV 2056881 · Feb 23, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
LIGIA PEREIRA SCALLOPING COMPANY, LLCPrivate Equity Fund · Last reported Feb 23, 2026$2.52MGross asset value
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-9663275577
- Reported beneficial owners
- 29
- Minimum commitment
- $9K
Form ADV 2056881 · Feb 23, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
FCP INVESTMENT PARTNERS II, LLCPrivate Equity Fund · Last reported Feb 23, 2026$2.31MGross asset value
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-7255325009
- Reported beneficial owners
- 49
- Minimum commitment
- $10K
Form ADV 2056881 · Feb 23, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Feb 23, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
1764 GEORGETOWN ROADHUDSON, OH, 44236, United States
CRD 297464
Filing source
Form ADV 2056881 · Feb 23, 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.