SourcingSourcing

EHLERS INVESTMENT PARTNERS, LLC

C32
CRD 146385·SEC 801-69849·MINNEAPOLIS, MN
AUM
$3.17B
$1B+
Est. Revenue
$31.7M
@ 1% on AUM
Est. EBITDA
$9.5M
@ 30% margin
Est. Deal Value
$76.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EHLERS INVESTMENT PARTNERS, LLC
CRD
146385
SEC file #
801-69849
EIN
—
DBA names
Ehlers

Economics

AUM
$3.17B
AUM band
$1B+
AUM trajectory
'20'26
$790.5M → $3.17B▲ +301%
Client mix
State Or Municipal Govt281
Charitable Organizations1
Corporations1

Operations

Employees (total)
13
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
6 advisors → 5 advisors▼ -17%
Primary office
MINNEAPOLIS MN
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — businessesEducational Seminars WorkshopsOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
09/29/2025
ADV-W filed at
—
Website
linkedin.com/company/ehlers(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EHLERS COMPANIES, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
EHLERS COMPANIES, INC.
CROWE, GREG
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Pershing4
E*trade4
U.s. Bank2
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (9)

9
REILLY, BRIAN, MICHAEL
IAR · Executive Officer · 2.5%
6043530
OLSZEWSKI, TAMARA, JEANNE
IAR · Executive Officer · 2.5%
5006680
MILES, RYAN, W
IAR · Executive Officer · 2.5%
5540355
CROWE, GREG
Executive Officer · 2.5%
7504135
PAMELA KAY REINITZ ZIERMANN
Executive Officer · 2.5%
2083562
LINDH, MICHAEL
Executive Officer · 2.5%
7979380
Patrick Joseph Rooney
IAR
7842947
Logan Schwartz
IAR
7854508
James Michael Groetsch
IAR
5377369