Ellis Investment Partners is an investment advisor in Berwyn with $786.42 mm assets under management.
Company profile
Website
Employees
Location
SEC CIK
IRS number
263966853
SEC advisor number
801-73011
FINRA CRD number
157669
AUM ?
$800.79 mm
(as of 23 Mar 24)
Accounts
802
(as of 23 Mar 24)
Employees
23
(18 investment advisory or research)
Address
Ellis Investment Partners
920 CASSATT ROAD
200 BERWYN PARK, SUITE 115
BERWYN
PA 19312
920 CASSATT ROAD
200 BERWYN PARK, SUITE 115
BERWYN
PA 19312
Phone
4843206300
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
3 May 22
13F-HR
Quarterly holdings report by institutional manager
1 Feb 22