Ellsworth Advisors, LLC
● SEC registered since 2018CRD 297464SEC# 801-113634Hudson, OH
Ranks #2,595 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.41B
Fund GAV
$30.6M
Private funds
9
Employees
16
Accounts
2,088
Location
Hudson, OH
Ellsworth Advisors, LLC assets under management
Ellsworth Advisors, LLC is an SEC-registered investment adviser based in Hudson, OH. The firm has been registered since 2018. It reports $1.4 billion in regulatory assets under management and employs 16 people. Ellsworth Advisors, LLC manages 9 private funds with combined gross assets of $30.6 million, including Saints & Angels Scalloping Company,. By regulatory assets, it ranks 2,595 of 6,004 private fund managers.
Ellsworth Advisors, LLC private funds
9 funds · $30.6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Saints & Angels Scalloping Company, | Private Equity | $5M | $25K |
| Gdp Investment Partners, LLC | Private Equity | $4.9M | $25K |
| Torsion Group Partners, LLC | Private Equity | $4.9M | $25K |
| Buckeye Scalloping Company, LLC | Private Equity | $4.5M | $18K |
| Chatham Scalloping Company | Private Equity | $3.4M | $25K |
| Ligia Pereira Scalloping Company, LLC | Private Equity | $2.5M | $9K |
| FCP Investment Partners II, LLC | Private Equity | $2.3M | $10K |
| FCP Investment Partners, LLC | Private Equity | $2.2M | $10K |
| Silca Investment Partners, LLC | Private Equity | $1M | $25K |
Ellsworth Advisors, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett David Baskin Control | Director | Under 5% | 2025 |
| Cameron Shields Miele Control | Managing Director | Under 5% | 2018 |
| Ellsworth Advisors Holdings, LLC Control | Member | Over 75% | 2018 |
| Kelly Michael Kuennen Control | President | Under 5% | 2018 |
| Michael Maxwell Schindler Control | Managing Director | Under 5% | 2021 |
| Michelle Marie Schwab Control | Chief Compliance Officer | Under 5% | 2018 |
| Patrick Aaron Justice Control | Managing Director | Under 5% | 2025 |
| Paul A Martin | Chief Financial Officer | Under 5% | 2018 |
| Timothy Banks Clepper Control | Managing Partner | Under 5% | 2018 |
| Matthew John Kaulig Control | Member | Over 75% | 2018 |
Frequently asked questions
How much does Ellsworth Advisors, LLC manage?
Ellsworth Advisors, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many private funds does Ellsworth Advisors, LLC manage?
Ellsworth Advisors, LLC manages 9 private funds with combined gross assets of $30.6 million.
How many employees does Ellsworth Advisors, LLC have?
Ellsworth Advisors, LLC reports 16 employees.
Where is Ellsworth Advisors, LLC located?
Ellsworth Advisors, LLC is based in Hudson, OH and has been SEC-registered since 2018.
Does Ellsworth Advisors, LLC disclose fund performance?
Ellsworth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1764 Georgetown Road, Hudson, OH 44236 |
| Phone | (234) 200-0703 |
| Fax | (234) 252-2461 |
| Office hours | 9:00a.m. - 4:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1843553 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.41B▲ 19%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
AUM vs fund managersTop 43%
Larger than 57% of 6,004 private-fund managers
Number of fundsTop 27%
More funds than 73% of fund managers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$1.41Bregulatory AUM
Discretionary $1.39BNon-discretionary $14.5M