ELLIS INVESTMENT PARTNERS, LLC
C46
CRD 157669·SEC 801-73011·BERWYN, PA
AUM
$986.8M
$500M-$1B
Est. Revenue
$9.9M
@ 1% on AUM
Est. EBITDA
$3.0M
@ 30% margin
Est. Deal Value
$23.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $470.9M
'21 · $584.1M
'22 · $652.3M
'23 · $786.4M
'25 · $916.7M
'26 · $986.8M
'20'26
$470.9M → $986.8M▲ +110%
Client mix
| Individuals Other | 495 |
| Individuals High Net Worth | 291 |
| Pension Profit Sharing Plans | 22 |
| Charitable Organizations | 5 |
| Corporations | 3 |
Operations
Advisory staff (5-yr trend)
'20 · 17 advisors
'21 · 17 advisors
'22 · 17 advisors
'23 · 18 advisors
'25 · 17 advisors
'26 · 18 advisors
'20'26
17 advisors → 18 advisors▲ +6%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
920 CASSATT ROAD200 BERWYN PARK, SUITE 115BERWYN, PA 19312
Business
920 CASSATT ROAD200 BERWYN PARK, SUITE 115BERWYN, PA 19312
Edgar Recent Filings
13F-HR2026-05-12 · 0001172661-26-001722
13F-HR2026-02-02 · 0001172661-26-000417
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