Ellis Investment Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Berwyn, PA. Its latest Form ADV filing, dated March 12, 2026, reports $987M in regulatory assets under management, 23 employees, 1 office, and 792 accounts.
Assets Under Management
$987M
Employees
23
Offices
1 office
Total Clients
820
Primary office
BERWYN, PA
920 CASSATT ROAD, 200 BERWYN PARK, SUITE 115, BERWYN, PA, United States
Top client segmentIndividuals represent 60.4% of total clients.
Top client categories% of clientsClients
1
Individuals
60.4%
495
2
HNWI
35.5%
291
3
Pension Plans
2.7%
22
4
Charitable
0.6%
5
5
Corporations
0.4%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$987Mas of March 12, 2026
Discretionary93.9%
$927M
94% of total RAUM93.9%
Non-discretionary6.1%
$60M
6% of total RAUM6.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$987M
Total Accounts792
10Y AUM Change+$596M (+152.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees23
Clients per Employee36:1
10Y Employee Change-1 (-4.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.