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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 3, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Carreno, Kelly, Lyn | I | ASSISTANT OFFICE MANAGER | NA | |
| Carreno, Kelly, Lyn | I | ASSISTANT OFFICE MANAGER | NA | |
| MULDOON, ROSS, BRIAN | I | DIRECTOR OF PORTFOLIO MANAGEMENT OPERATIONS | NA | |
| MULDOON, ROSS, BRIAN | I | DIRECTOR OF PORTFOLIO MANAGEMENT OPERATIONS | NA | |
| MULDOON, ROSS, BRIAN | I | DIRECTOR OF PORTFOLIO MANAGEMENT OPERATIONS | NA | |
| MULDOON, ROSS, BRIAN | I | DIRECTOR OF PORTFOLIO MANAGEMENT OPERATIONS | NA | |
| MULDOON, ROSS, BRIAN | I | DIRECTOR OF PORTFOLIO MANAGEMENT OPERATIONS | NA | |
| MULDOON, ROSS, BRIAN | I | DIRECTOR OF PORTFOLIO MANAGEMENT OPERATIONS | NA | |
| MULDOON, ROSS, BRIAN | I | DIRECTOR OF PORTFOLIO MANAGEMENT OPERATIONS | NA | |
| MULDOON, ROSS, BRIAN | I | DIRECTOR OF PORTFOLIO MANAGEMENT OPERATIONS | NA | |
| MULDOON, ROSS, BRIAN | I | DIRECTOR OF PORTFOLIO MANAGEMENT OPERATIONS | NA | |
| MULDOON, ROSS, BRIAN | I | DIRECTOR OF PORTFOLIO MANAGEMENT OPERATIONS | NA | |
| MULDOON, ROSS, BRIAN | I | DIRECTOR OF PORTFOLIO MANAGEMENT OPERATIONS | NA | |
| MULDOON, ROSS, BRIAN | I | DIRECTOR OF PORTFOLIO MANAGEMENT OPERATIONS | NA | |
| MULDOON, ROSS, BRIAN | I | DIRECTOR OF PORTFOLIO MANAGEMENT OPERATIONS | NA | |
| MULDOON, ROSS, BRIAN | I | DIRECTOR OF PORTFOLIO MANAGEMENT OPERATIONS | NA | |
| MULDOON, ROSS, BRIAN | I | DIRECTOR OF PORTFOLIO MANAGEMENT OPERATIONS | NA | |
| MULDOON, ROSS, BRIAN | I | DIRECTOR OF PORTFOLIO MANAGEMENT OPERATIONS | NA | |
| SIANO, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIANO, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIANO, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIANO, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIANO, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIANO, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIANO, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIANO, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIANO, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, NANCY, ELLEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STEWART, NANCY, ELLEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STEWART, NANCY, ELLEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STEWART, NANCY, ELLEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STEWART, NANCY, ELLEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STEWART, NANCY, ELLEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STEWART, NANCY, ELLEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STEWART, NANCY, ELLEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| Sun, Nicholas, Woo-Hsiung | I | CHIEF COMPLIANCE OFFICER/PORTFOLIO STRATEGIST | NA | Control |
| Sun, Nicholas, Woo-Hsiung | I | CHIEF COMPLIANCE OFFICER/PORTFOLIO STRATEGIST | NA | Control |
| Sun, Nicholas, Woo-Hsiung | I | CHIEF COMPLIANCE OFFICER/PORTFOLIO STRATEGIST | NA | Control |
| Sun, Nicholas, Woo-Hsiung | I | CHIEF COMPLIANCE OFFICER/PORTFOLIO STRATEGIST | NA | Control |
| Sun, Nicholas, Woo-Hsiung | I | CHIEF COMPLIANCE OFFICER/PORTFOLIO STRATEGIST | NA | Control |
| Sun, Nicholas, Woo-Hsiung | I | CHIEF COMPLIANCE OFFICER/PORTFOLIO STRATEGIST | NA | Control |
| TRITSCHLER, LESLIE, REFICE | I | DIRECTOR OF OPERATIONS AND CLIENT SERVICES | NA | |
| TRITSCHLER, LESLIE, REFICE | I | DIRECTOR OF OPERATIONS AND CLIENT SERVICES | NA | |
| TRITSCHLER, LESLIE, REFICE | I | DIRECTOR OF OPERATIONS AND CLIENT SERVICES | NA | |
| TRITSCHLER, LESLIE, REFICE | I | DIRECTOR OF OPERATIONS AND CLIENT SERVICES | NA | |
| TRITSCHLER, LESLIE, REFICE | I | DIRECTOR OF OPERATIONS AND CLIENT SERVICES | NA | |
| civitello, anthony, michael | I | DIRECTOR OF PORTFOLIO MANAGEMENT OPERATIONS | NA | Control |
| civitello, anthony, michael | I | DIRECTOR OF PORTFOLIO MANAGEMENT OPERATIONS | NA | Control |
| civitello, anthony, michael | I | DIRECTOR OF PORTFOLIO MANAGEMENT OPERATIONS | NA | Control |
| civitello, anthony, michael | I | DIRECTOR OF PORTFOLIO MANAGEMENT OPERATIONS | NA | Control |
| SUN, DAVID, YU-WEN | I | PRESIDENT | E | Control |
| SUN, DAVID, YU-WEN | I | PRESIDENT | E | Control |
| SUN, DAVID, YU-WEN | I | PRESIDENT | E | Control |
| SUN, DAVID, YU-WEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SUN, DAVID, YU-WEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SUN, DAVID, YU-WEN | I | PRESIDENT | E | Control |
| SUN, DAVID, YU-WEN | I | PRESIDENT | E | Control |
| SUN, DAVID, YU-WEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SUN, DAVID, YU-WEN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SUN, DAVID, YU-WEN | I | PRESIDENT | E | Control |
| SUN, DAVID, YU-WEN | I | PRESIDENT | E | Control |
| SUN, DAVID, YU-WEN | I | PRESIDENT | E | Control |
| SUN, DAVID, YU-WEN | I | PRESIDENT | E | Control |
| SUN, DAVID, YU-WEN | I | PRESIDENT & CIO | E | Control |
| SUN, DAVID, YU-WEN | I | PRESIDENT & CIO | E | Control |
| SUN, DAVID, YU-WEN | I | PRESIDENT & CIO | E | Control |
| SUN, DAVID, YU-WEN | I | PRESIDENT & CIO | E | Control |
| SUN, DAVID, YU-WEN | I | PRESIDENT & CIO | E | Control |
| SUN, DAVID, YU-WEN | I | PRESIDENT & CIO | E | Control |
| SUN, DAVID, YU-WEN | I | PRESIDENT & CIO | E | Control |
| SUN, DAVID, YU-WEN | I | PRESIDENT & CIO | E | Control |
| SUN, DAVID, YU-WEN | I | PRESIDENT & CIO | E | Control |
| SUN, DAVID, YU-WEN | I | PRESIDENT & CIO | E | Control |
| SUN, DAVID, YU-WEN | I | PRESIDENT & CIO | E | Control |
| SUN, DAVID, YU-WEN | I | PRESIDENT & CIO | E | Control |
| SUN, DAVID, YU-WEN | I | PRESIDENT & CIO | E | Control |
| SUN, DAVID, YU-WEN | I | PRESIDENT & CIO | E | Control |
Registrations
Federal
IA
Nov 3, 2025 REGISTERED
Notice Filings (14)
CA DE FL HI LA MA MD NC NH NJ NY PA TX VA
Address
920 CASSATT ROAD200 BERWYN PARK, SUITE 115
BERWYN, PA 19312
United States
Phone: 484-320-6300