RIA Intelligence

EHLERS INVESTMENT PARTNERS, LLC

Legal name: EHLERS

CRD #146385 SEC #801-69849 MINNEAPOLIS, MN 800-552-1171
SEC Registered
Total AUM
$3.2B
Discretionary
$3B
Employees
13
Clients
--
Accounts
671

AUM Over Time

DateSep 2025
Total AUM$3.2B
Discretionary$3B
Non-Disc.$125.8M
Employees13
Clients0
DateJul 2025
Total AUM$2.7B
Discretionary$0
Non-Disc.$2.7B
Employees13
Clients0
DateJun 2025
Total AUM$2.7B
Discretionary$0
Non-Disc.$2.7B
Employees10
Clients0
DateSep 2024
Total AUM$2.7B
Discretionary$0
Non-Disc.$2.7B
Employees10
Clients0
DateApr 2024
Total AUM$2.3B
Discretionary$0
Non-Disc.$2.3B
Employees9
Clients1
DateMar 2024
Total AUM$2.3B
Discretionary$0
Non-Disc.$2.3B
Employees9
Clients1
DateMar 2024
Total AUM$2.3B
Discretionary$0
Non-Disc.$2.3B
Employees9
Clients1
DateAug 2023
Total AUM$2.3B
Discretionary$0
Non-Disc.$2.3B
Employees9
Clients1
DateJan 2023
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees7
Clients1
DateSep 2022
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees7
Clients1
DateMay 2022
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees11
Clients1
DateFeb 2022
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees11
Clients1
DateSep 2021
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees11
Clients1
DateOct 2020
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees10
Clients0
DateSep 2020
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees10
Clients0
DateJul 2020
Total AUM$790.5M
Discretionary$0
Non-Disc.$790.5M
Employees11
Clients0
DateDec 2019
Total AUM$790.5M
Discretionary$0
Non-Disc.$790.5M
Employees11
Clients0
DateNov 2019
Total AUM$790.5M
Discretionary$0
Non-Disc.$790.5M
Employees11
Clients0
DateSep 2019
Total AUM$790.5M
Discretionary$0
Non-Disc.$790.5M
Employees11
Clients0
DateJun 2019
Total AUM$660.8M
Discretionary$0
Non-Disc.$660.8M
Employees8
Clients11
DateSep 2018
Total AUM$660.8M
Discretionary$0
Non-Disc.$660.8M
Employees8
Clients11
DateMay 2018
Total AUM$474.1M
Discretionary$0
Non-Disc.$474.1M
Employees6
Clients0
DateSep 2017
Total AUM$502.1M
Discretionary$0
Non-Disc.$502.1M
Employees8
Clients103
DateSep 2017
Total AUM$502.1M
Discretionary$0
Non-Disc.$502.1M
Employees8
Clients103
DateJun 2017
Total AUM$452.7M
Discretionary$0
Non-Disc.$452.7M
Employees8
Clients26
DateSep 2016
Total AUM$452.7M
Discretionary$0
Non-Disc.$452.7M
Employees8
Clients26
DateFeb 2016
Total AUM$516.1M
Discretionary$0
Non-Disc.$516.1M
Employees8
Clients26
DateSep 2015
Total AUM$421M
Discretionary$0
Non-Disc.$421M
Employees8
Clients26
DateSep 2014
Total AUM$302.2M
Discretionary$0
Non-Disc.$302.2M
Employees8
Clients26
DateOct 2013
Total AUM$190.3M
Discretionary$0
Non-Disc.$190.3M
Employees4
Clients26
DateMar 2013
Total AUM$190.3M
Discretionary$0
Non-Disc.$190.3M
Employees4
Clients26
DateNov 2012
Total AUM$135M
Discretionary$0
Non-Disc.$135M
Employees4
Clients26
DateMay 2012
Total AUM$135M
Discretionary$0
Non-Disc.$135M
Employees1
Clients26
DateJan 2012
Total AUM$135M
Discretionary$0
Non-Disc.$135M
Employees1
Clients26
DateJan 2012
Total AUM$135M
Discretionary$0
Non-Disc.$135M
Employees1
Clients26
DateJan 2012
Total AUM$135M
Discretionary$0
Non-Disc.$135M
Employees1
Clients26
DateMar 2011
Total AUM$130M
Discretionary$0
Non-Disc.$130M
Employees5
Clients--
DateJul 2010
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees5
Clients--
DateJan 2010
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees5
Clients--
DateFeb 2009
Total AUM$30M
Discretionary$0
Non-Disc.$30M
Employees5
Clients--
DateFeb 2009
Total AUM$30M
Discretionary$0
Non-Disc.$30M
Employees5
Clients--