Ellis Investment Partners, LLC
● SEC registered since 2012CRD 157669SEC# 801-73011Berwyn, PA
Reg. AUM
$986.8M
Employees
23
Accounts
792
Location
Berwyn, PA
Ellis Investment Partners, LLC assets under management
Ellis Investment Partners, LLC is an investment advisory firm registered with the SEC based in Berwyn, PA. The firm has been registered since 2012. It reports $986.8 million in regulatory assets under management and employs 23 people.
Ellis Investment Partners, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Michael Civitello Control | Director Of Portfolio Management Operations | Under 5% | 2023 |
| David Yu-Wen Sun Control | President & Cio | Over 75% | 2009 |
| Nicholas Woo-Hsiung Sun Control | Chief Compliance Officer/Portfolio Strategist | Under 5% | 2023 |
Frequently asked questions
How much does Ellis Investment Partners, LLC manage?
Ellis Investment Partners, LLC reports $986.8 million in regulatory assets under management on its Form ADV.
How many employees does Ellis Investment Partners, LLC have?
Ellis Investment Partners, LLC reports 23 employees.
Where is Ellis Investment Partners, LLC located?
Ellis Investment Partners, LLC is based in Berwyn, PA and has been SEC-registered since 2012.
Does Ellis Investment Partners, LLC disclose fund performance?
Ellis Investment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 920 Cassatt Road, 200 Berwyn Park, Suite 115, Berwyn, PA 19312 |
| Phone | 484-320-6300 |
| Fax | 484-320-6350 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1765590 |
| Discloses disciplinary history | No |
Regulatory AUM
$986.8M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$986.8Mregulatory AUM
Discretionary $927.1MNon-discretionary $59.7M