ELLIS INVESTMENT PARTNERS, LLC
CRD #157669 SEC #801-73011 BERWYN, PA 484-320-6300
SEC Registered
Total AUM
$916.7M
Discretionary
$861.4M
Employees
23
Clients
1
Accounts
823
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $916.7M | $861.4M | $55.4M | 23 | 3 |
| Apr 2025 | $916.7M | $861.4M | $55.4M | 23 | 3 |
| Mar 2025 | $916.7M | $861.4M | $55.4M | 23 | 3 |
| Mar 2024 | $800.8M | $752.3M | $48.5M | 23 | 1 |
| May 2023 | $694.1M | $646.4M | $47.8M | 23 | 1 |
| Mar 2023 | $694.1M | $646.4M | $47.8M | 23 | 1 |
| Mar 2022 | $786.4M | $726.3M | $60.1M | 22 | 1 |
| Mar 2021 | $652.3M | $602.7M | $49.6M | 21 | 5 |
| Jun 2020 | $584.1M | $544M | $40.1M | 21 | 7 |
| Apr 2020 | $584.1M | $544M | $40.1M | 21 | 7 |
| Mar 2020 | $584.1M | $544M | $40.1M | 21 | 7 |
| Nov 2019 | $470.9M | $439.4M | $31.5M | 22 | 9 |
| Mar 2019 | $470.9M | $439.4M | $31.5M | 22 | 9 |
| Mar 2019 | $470.9M | $439.4M | $31.5M | 22 | 9 |
| Aug 2018 | $475.5M | $446M | $29.6M | 28 | 8 |
| Mar 2018 | $475.5M | $446M | $29.6M | 28 | 8 |
| Mar 2017 | $390.8M | $366M | $24.8M | 24 | 700 |
| Mar 2016 | $341.8M | $313.7M | $28.1M | 22 | 705 |
| Oct 2015 | $302.1M | $279.4M | $22.7M | 18 | 670 |
| Feb 2015 | $302.1M | $279.4M | $22.7M | 18 | 670 |
| Mar 2014 | $316.6M | $260.6M | $56M | 18 | 644 |
| Apr 2013 | $188.1M | $175M | $13.1M | 18 | 300 |
| Mar 2013 | $188.1M | $175M | $13.1M | 18 | 300 |
| Jul 2012 | $164M | $164M | $0 | -- | 0 |
| May 2012 | $164M | $164M | $0 | -- | 0 |
| Mar 2012 | $0 | $0 | $0 | -- | 0 |
| Dec 2011 | $0 | $0 | $0 | -- | 0 |
DateNov 2025
Total AUM$916.7M
Discretionary$861.4M
Non-Disc.$55.4M
Employees23
Clients3
DateApr 2025
Total AUM$916.7M
Discretionary$861.4M
Non-Disc.$55.4M
Employees23
Clients3
DateMar 2025
Total AUM$916.7M
Discretionary$861.4M
Non-Disc.$55.4M
Employees23
Clients3
DateMar 2024
Total AUM$800.8M
Discretionary$752.3M
Non-Disc.$48.5M
Employees23
Clients1
DateMay 2023
Total AUM$694.1M
Discretionary$646.4M
Non-Disc.$47.8M
Employees23
Clients1
DateMar 2023
Total AUM$694.1M
Discretionary$646.4M
Non-Disc.$47.8M
Employees23
Clients1
DateMar 2022
Total AUM$786.4M
Discretionary$726.3M
Non-Disc.$60.1M
Employees22
Clients1
DateMar 2021
Total AUM$652.3M
Discretionary$602.7M
Non-Disc.$49.6M
Employees21
Clients5
DateJun 2020
Total AUM$584.1M
Discretionary$544M
Non-Disc.$40.1M
Employees21
Clients7
DateApr 2020
Total AUM$584.1M
Discretionary$544M
Non-Disc.$40.1M
Employees21
Clients7
DateMar 2020
Total AUM$584.1M
Discretionary$544M
Non-Disc.$40.1M
Employees21
Clients7
DateNov 2019
Total AUM$470.9M
Discretionary$439.4M
Non-Disc.$31.5M
Employees22
Clients9
DateMar 2019
Total AUM$470.9M
Discretionary$439.4M
Non-Disc.$31.5M
Employees22
Clients9
DateMar 2019
Total AUM$470.9M
Discretionary$439.4M
Non-Disc.$31.5M
Employees22
Clients9
DateAug 2018
Total AUM$475.5M
Discretionary$446M
Non-Disc.$29.6M
Employees28
Clients8
DateMar 2018
Total AUM$475.5M
Discretionary$446M
Non-Disc.$29.6M
Employees28
Clients8
DateMar 2017
Total AUM$390.8M
Discretionary$366M
Non-Disc.$24.8M
Employees24
Clients700
DateMar 2016
Total AUM$341.8M
Discretionary$313.7M
Non-Disc.$28.1M
Employees22
Clients705
DateOct 2015
Total AUM$302.1M
Discretionary$279.4M
Non-Disc.$22.7M
Employees18
Clients670
DateFeb 2015
Total AUM$302.1M
Discretionary$279.4M
Non-Disc.$22.7M
Employees18
Clients670
DateMar 2014
Total AUM$316.6M
Discretionary$260.6M
Non-Disc.$56M
Employees18
Clients644
DateApr 2013
Total AUM$188.1M
Discretionary$175M
Non-Disc.$13.1M
Employees18
Clients300
DateMar 2013
Total AUM$188.1M
Discretionary$175M
Non-Disc.$13.1M
Employees18
Clients300
DateJul 2012
Total AUM$164M
Discretionary$164M
Non-Disc.$0
Employees--
Clients0
DateMay 2012
Total AUM$164M
Discretionary$164M
Non-Disc.$0
Employees--
Clients0
DateMar 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateDec 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0