Active
ELLIS INVESTMENT PARTNERS, LLC
Investment Advice|BERWYN, PA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$916.7M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 861.4M |
| Non-Discretionary | 55.4M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 157669 |
| SEC Number | 801-73011 |
| Street Address | 920 CASSATT ROAD |
| Street Address 2 | 200 BERWYN PARK, SUITE 115 |
| Location | BERWYN, PA 19312 |
| Country | United States |
| Phone | 484-320-6300 |
| Fax | 484-320-6350 |
| Total Employees | 23 |
Client Count by Type (824 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 505 |
| High Net Worth Individual… | 281 |
| Pension/Profit Sharing Pl… | 25 |
| Charitable Organizations | 6 |
| Corporations/Businesses | 3 |
| Other | 3 |
| State/Municipal Govt Enti… | 1 |
Community Partners
BOROUGH OF ATGLEN
BOROUGH OF AVONDALE
BOROUGH OF DOWNINGTOWN
BOROUGH OF HONEY BROOK
BOROUGH OF KENNETT SQUARE
BOROUGH OF MALVERN
BOROUGH OF MODENA
BOROUGH OF OXFORD
BOROUGH OF PARKESBURG
BOROUGH OF PHOENIXVILLE
BOROUGH OF POTTSTOWN
BOROUGH OF SOUTH COATESVILLE
BOROUGH OF SPRING CITY
BOROUGH OF WEST CHESTER
BOROUGH OF WEST GROVE
CHESTER CNTY
CITY OF COATESVILLE
COUNTY OF CHESTER
DYLAN MOORE FOUNDATION
EAST FALLOWFIELD TOWNSHIP
BOROUGH OF ATGLEN
BOROUGH OF AVONDALE
BOROUGH OF DOWNINGTOWN
BOROUGH OF HONEY BROOK
BOROUGH OF KENNETT SQUARE
BOROUGH OF MALVERN
BOROUGH OF MODENA
BOROUGH OF OXFORD
BOROUGH OF PARKESBURG
BOROUGH OF PHOENIXVILLE
BOROUGH OF POTTSTOWN
BOROUGH OF SOUTH COATESVILLE
BOROUGH OF SPRING CITY
BOROUGH OF WEST CHESTER
BOROUGH OF WEST GROVE
CHESTER CNTY
CITY OF COATESVILLE
COUNTY OF CHESTER
DYLAN MOORE FOUNDATION
EAST FALLOWFIELD TOWNSHIP
BOROUGH OF ATGLEN
BOROUGH OF AVONDALE
BOROUGH OF DOWNINGTOWN
BOROUGH OF HONEY BROOK
BOROUGH OF KENNETT SQUARE
BOROUGH OF MALVERN
BOROUGH OF MODENA
BOROUGH OF OXFORD
BOROUGH OF PARKESBURG
BOROUGH OF PHOENIXVILLE
BOROUGH OF POTTSTOWN
BOROUGH OF SOUTH COATESVILLE
BOROUGH OF SPRING CITY
BOROUGH OF WEST CHESTER
BOROUGH OF WEST GROVE
CHESTER CNTY
CITY OF COATESVILLE
COUNTY OF CHESTER
DYLAN MOORE FOUNDATION
EAST FALLOWFIELD TOWNSHIP
Municipal Government
89 Active
89
Organizations
CALN TOWNSHIP MUNICIPAL AUTHORITY
CENTRAL AND WESTERN CHESTER INDUSTRIAL DEVELOPMENT AUTHORITY
CENTRAL CHESTER COUNTY RECYCLING AUTHORITY
CHESTER COUNTY AREA AIRPORT AUTHORITY
CHESTER COUNTY HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
CHESTER COUNTY HOUSING AUTHORITY
CHESTER COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY
CHESTER COUNTY SCHOOL AUTHORITY
CHESTER COUNTY SOLID WASTE AUTHORITY
CHESTER COUNTY WATER RESOURCES AUTHORITY
COATESVILLE AREA SCHOOL DISTRICT BUILDING AUTHORITY
DOWNINGTON MUNICIPAL WATER
DOWNINGTOWN AREA REGIONAL (SEWER) AUTHORITY
DOWNINGTOWN MUNICIPAL WATER AUTHORITY
EAST BRANDYWINE TOWNSHIP MUNICIPAL AUTHORITY
EAST GOSHEN MUNICIPAL (SEWER) AUTHORITY
EASTTOWN MUNICIPAL AUTHORITY
ELVERSON BOROUGH MUNICIPAL (SEWER) AUTHORITY
GLENMOORE FIRE CO
HONEY BROOK BOROUGH (WATER) AUTHORITY
CALN TOWNSHIP MUNICIPAL AUTHORITY
CENTRAL AND WESTERN CHESTER INDUSTRIAL DEVELOPMENT AUTHORITY
CENTRAL CHESTER COUNTY RECYCLING AUTHORITY
CHESTER COUNTY AREA AIRPORT AUTHORITY
CHESTER COUNTY HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
CHESTER COUNTY HOUSING AUTHORITY
CHESTER COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY
CHESTER COUNTY SCHOOL AUTHORITY
CHESTER COUNTY SOLID WASTE AUTHORITY
CHESTER COUNTY WATER RESOURCES AUTHORITY
COATESVILLE AREA SCHOOL DISTRICT BUILDING AUTHORITY
DOWNINGTON MUNICIPAL WATER
DOWNINGTOWN AREA REGIONAL (SEWER) AUTHORITY
DOWNINGTOWN MUNICIPAL WATER AUTHORITY
EAST BRANDYWINE TOWNSHIP MUNICIPAL AUTHORITY
EAST GOSHEN MUNICIPAL (SEWER) AUTHORITY
EASTTOWN MUNICIPAL AUTHORITY
ELVERSON BOROUGH MUNICIPAL (SEWER) AUTHORITY
GLENMOORE FIRE CO
HONEY BROOK BOROUGH (WATER) AUTHORITY
CALN TOWNSHIP MUNICIPAL AUTHORITY
CENTRAL AND WESTERN CHESTER INDUSTRIAL DEVELOPMENT AUTHORITY
CENTRAL CHESTER COUNTY RECYCLING AUTHORITY
CHESTER COUNTY AREA AIRPORT AUTHORITY
CHESTER COUNTY HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
CHESTER COUNTY HOUSING AUTHORITY
CHESTER COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY
CHESTER COUNTY SCHOOL AUTHORITY
CHESTER COUNTY SOLID WASTE AUTHORITY
CHESTER COUNTY WATER RESOURCES AUTHORITY
COATESVILLE AREA SCHOOL DISTRICT BUILDING AUTHORITY
DOWNINGTON MUNICIPAL WATER
DOWNINGTOWN AREA REGIONAL (SEWER) AUTHORITY
DOWNINGTOWN MUNICIPAL WATER AUTHORITY
EAST BRANDYWINE TOWNSHIP MUNICIPAL AUTHORITY
EAST GOSHEN MUNICIPAL (SEWER) AUTHORITY
EASTTOWN MUNICIPAL AUTHORITY
ELVERSON BOROUGH MUNICIPAL (SEWER) AUTHORITY
GLENMOORE FIRE CO
HONEY BROOK BOROUGH (WATER) AUTHORITY
Special District
46 Active
46
Organizations
AVON GROVE SCHOOL DISTRICT
COATESVILLE AREA SCHOOL DIST
COLLEGIUM CHARTER SCHOOL
DOWNINGTOWN AREA SCH DIST
GREAT VALLEY SCH DIST
KENNETT CONS SCH DIST
OCTORARA AREA SCHOOL DIST
OWEN J ROBERTS SCHOOL DIST
OXFORD AREA SCH DIST
PHOENIXVILLE AREA SCHOOL DIST
RENAISSANCE ACADEMY
TREDYFFRIN-EASTTOWN SCHOOL DIST
UNIONVILLE CHADDS FORD SCHOOL DIST
WEST CHESTER AREA SCHOOL DIST
AVON GROVE SCHOOL DISTRICT
COATESVILLE AREA SCHOOL DIST
COLLEGIUM CHARTER SCHOOL
DOWNINGTOWN AREA SCH DIST
GREAT VALLEY SCH DIST
KENNETT CONS SCH DIST
OCTORARA AREA SCHOOL DIST
OWEN J ROBERTS SCHOOL DIST
OXFORD AREA SCH DIST
PHOENIXVILLE AREA SCHOOL DIST
RENAISSANCE ACADEMY
TREDYFFRIN-EASTTOWN SCHOOL DIST
UNIONVILLE CHADDS FORD SCHOOL DIST
WEST CHESTER AREA SCHOOL DIST
AVON GROVE SCHOOL DISTRICT
COATESVILLE AREA SCHOOL DIST
COLLEGIUM CHARTER SCHOOL
DOWNINGTOWN AREA SCH DIST
GREAT VALLEY SCH DIST
KENNETT CONS SCH DIST
OCTORARA AREA SCHOOL DIST
OWEN J ROBERTS SCHOOL DIST
OXFORD AREA SCH DIST
PHOENIXVILLE AREA SCHOOL DIST
RENAISSANCE ACADEMY
TREDYFFRIN-EASTTOWN SCHOOL DIST
UNIONVILLE CHADDS FORD SCHOOL DIST
WEST CHESTER AREA SCHOOL DIST
School District
14 Active
14
Organizations
14TH TRANSPORTATION BATTALION ASSOCIATION OF VIETNAM VETERANS
1883 FOUNDATION
1 IN 7B FOUNDATION
21CCCS FRATERNITY
21ST CENTURY CYBER CHARTER SCHOOL
2382802 CALN TWP LITTLE LEAGUE
2 FISH HOME RENOVATIONS
2ND PENNA REGIMENT OF CONTINENTAL LINE
360 FAMILY DYNAMICS
3 HUSKETEERS RESCUE
3RD REGULAR INFANTRY
3 TINY BONES INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
5 STAR WOMEN
64TH BRANDYWINE BPSA
94TH INFANTRY DIVISION ASSOCIATION INC
AAHANA
14TH TRANSPORTATION BATTALION ASSOCIATION OF VIETNAM VETERANS
1883 FOUNDATION
1 IN 7B FOUNDATION
21CCCS FRATERNITY
21ST CENTURY CYBER CHARTER SCHOOL
2382802 CALN TWP LITTLE LEAGUE
2 FISH HOME RENOVATIONS
2ND PENNA REGIMENT OF CONTINENTAL LINE
360 FAMILY DYNAMICS
3 HUSKETEERS RESCUE
3RD REGULAR INFANTRY
3 TINY BONES INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
5 STAR WOMEN
64TH BRANDYWINE BPSA
94TH INFANTRY DIVISION ASSOCIATION INC
AAHANA
14TH TRANSPORTATION BATTALION ASSOCIATION OF VIETNAM VETERANS
1883 FOUNDATION
1 IN 7B FOUNDATION
21CCCS FRATERNITY
21ST CENTURY CYBER CHARTER SCHOOL
2382802 CALN TWP LITTLE LEAGUE
2 FISH HOME RENOVATIONS
2ND PENNA REGIMENT OF CONTINENTAL LINE
360 FAMILY DYNAMICS
3 HUSKETEERS RESCUE
3RD REGULAR INFANTRY
3 TINY BONES INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
5 STAR WOMEN
64TH BRANDYWINE BPSA
94TH INFANTRY DIVISION ASSOCIATION INC
AAHANA
Nonprofit Organization
3408 Active
3408
Organizations
Community Partners160 organizations
BOROUGH OF AVONDALE
Municipal Government·AVONDALE
BOROUGH OF KENNETT SQUARE
Municipal Government·KENNETT SQUARE
BOROUGH OF MODENA
Municipal Government·MODENA
BOROUGH OF PARKESBURG
Municipal Government·PARKESBURG
BOROUGH OF POTTSTOWN
Municipal Government·POTTSTOWN
BOROUGH OF SPRING CITY
Municipal Government·SPRING CITY
BOROUGH OF WEST CHESTER
Municipal Government·WEST CHESTER
CHESTER CNTY
Municipal Government·WEST CHESTER
DYLAN MOORE FOUNDATION
Municipal Government·COATESVILLE
EAST FALLOWFIELD TOWNSHIP
Municipal Government·COATESVILLE
EAST PIKELAND TOWNSHIP
Municipal Government·PHOENIXVILLE
EAST WHITELAND TOWNSHIP
Municipal Government·MALVERN
HONEY BROOK, TOWNSHIP OF
Municipal Government·HONEY BROOK
LIONVILLE FIRE COMPANY
Municipal Government·EXTON
LONDON BRITAIN TOWNSHIP
Municipal Government·LANDENBERG
LUDWIGS CORNER FIRE COMPANY, NO. 1
Municipal Government·GLENMOORE
NEWLIN TOWNSHIP
Municipal Government·COATESVILLE
NEW LONDON TOWNSHIP GOVERNMENT OFFICE
Municipal Government·WEST GROVE
PENN TOWNSHIP MUNICIPAL BUILDING
Municipal Government·WEST GROVE
POCOPSON TOWNSHIP
Municipal Government·WEST CHESTER
SOUTHERN CHESTER COUNTY REGIONAL POLICE DEPARTMENT
Municipal Government·LANDENBERG
TOWNSHIP OF EAST FALLOWFIELD
Municipal Government·EAST FOLLOWFIELD
TOWNSHIP OF HIGHLAND
Municipal Government·COATESVILLE
CENTRAL CHESTER COUNTY RECYCLING AUTHORITY
Special District·WEST CHESTER
CHESTER COUNTY HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
Special District·WEST CHESTER
CHESTER COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY
Special District·EXTON
CHESTER COUNTY SCHOOL AUTHORITY
Special District·KENNETT SQUARE
CHESTER COUNTY WATER RESOURCES AUTHORITY
Special District·WEST CHESTER
COATESVILLE AREA SCHOOL DISTRICT BUILDING AUTHORITY
Special District·THORNDALE
DOWNINGTON MUNICIPAL WATER
Special District·DOWNINGTOWN
DOWNINGTOWN AREA REGIONAL (SEWER) AUTHORITY
Special District·DOWNINGTOWN
EAST BRANDYWINE TOWNSHIP MUNICIPAL AUTHORITY
Special District·DOWNINGTOWN
EAST GOSHEN MUNICIPAL (SEWER) AUTHORITY
Special District·WEST CHESTER
ELVERSON BOROUGH MUNICIPAL (SEWER) AUTHORITY
Special District·ELVERSON
GLENMOORE FIRE CO
Special District·GLENMOORE
KEYSTONE VALLEY FIRE DEPARTMENT
Special District·PARKESBURG
LONDON GROVE TOWNSHIP MUNICIPAL AUTHORITY
Special District·WEST GROVE
LONGWOOD FIRE CO
Special District·KENNETT SQUARE
MINQUAS FIRE CO
Special District·DOWNINGTOWN
MUNICIPAL AUTHORITY OF THE BOROUGH OF ELVERSON
Special District·ELVERSON
NORTH CONVENTRY WATER AUTHORITY
Special District·POTTSTOWN
NORTH COVENTRY MUNICIPAL (SEWER) AUTHORITY
Special District·POTTSTOWN
NORTHWESTERN CHESTER COUNTY MUNICIPAL AUTHORITY
Special District·HONEY BROOK
OXFORD AREA RECREATION AUTHORITY
Special District·OXFORD
OXFORD AREA SEWER AUTHORITY
Special District·OXFORD
SADSBURYVILLE FIRE CO
Special District·SADSBURYVILLE
SOUTHEASTERN CHESTER COUNTY REFUSE AUTHORITY
Special District·WEST GROVE
TREDYFFRIN TOWNSHIP MUNICIPAL AUTHORITY
Special District·BERWYN
VALLEY TOWNSHIP AUTHORITY
Special District·COATESVILLE
WEST BRANDYWINE TOWNSHIP MUNICIPAL (SEWER) AUTHORITY
Special District·WEST BRANDYWINE
WEST GOSHEN SEWER AUTHORITY
Special District·WEST CHESTER
WEST GROVE BOROUGH (SEWER) AUTHORITY
Special District·WEST GROVE
WILLISTOWN LAND CONSERVATION AUTHORITY
Special District·MALVERN
COLLEGIUM CHARTER SCHOOL
School District·EXTON
RENAISSANCE ACADEMY
School District·PHOENIXVILLE
14TH TRANSPORTATION BATTALION ASSOCIATION OF VIETNAM VETERANS
Nonprofit Organization·Exton
1883 FOUNDATION
Nonprofit Organization·MALVERN
1 IN 7B FOUNDATION
Nonprofit Organization·LANDENBERG
21CCCS FRATERNITY
Nonprofit Organization·West Chester
21ST CENTURY CYBER CHARTER SCHOOL
Nonprofit Organization·WEST CHESTER
2382802 CALN TWP LITTLE LEAGUE
Nonprofit Organization·Thorndale
2 FISH HOME RENOVATIONS
Nonprofit Organization·AVONDALE
2ND PENNA REGIMENT OF CONTINENTAL LINE
Nonprofit Organization·Kennett Square
360 FAMILY DYNAMICS
Nonprofit Organization·Chester Springs
3 HUSKETEERS RESCUE
Nonprofit Organization·Spring City
3RD REGULAR INFANTRY
Nonprofit Organization·West Grove
3 TINY BONES INC
Nonprofit Organization·Downingtown
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·West Chester
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·West Chester
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·West Chester
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·West Chester
5 STAR WOMEN
Nonprofit Organization·MALVERN
64TH BRANDYWINE BPSA
Nonprofit Organization·Oxford
94TH INFANTRY DIVISION ASSOCIATION INC
Nonprofit Organization·downingtown
AAHANA
Nonprofit Organization·Phoenixville
AARDVARK ANIMAL RESCUE
Nonprofit Organization·Downingtown
ABC - 123 INC
Nonprofit Organization·KIMBERTON
ABCOPAD FOUNDATION
Nonprofit Organization·Coatesville
ABILATOOLS
Nonprofit Organization·EXTON
A BLESSING HAND UP
Nonprofit Organization·Malvern
ABLETHRIVE INC
Nonprofit Organization·Downingtown
ABRAHAM FETTERS-WHITE SCHOOL PRESERVATION SOCIETY INC
Nonprofit Organization·Exton
A CALL TO MERCY
Nonprofit Organization·WEST CHESTER
ACCESSLEX INSTITUTE
Nonprofit Organization·WEST CHESTER
ACHIEVEMENT HOUSE COMMUNITY EDUCATION FOUNDATION
Nonprofit Organization·Exton
A CHILD'S LIGHT
Nonprofit Organization·MALVERN
AC INSPIRE
Nonprofit Organization·SPRING CITY
A COMMUNITY CENTER ESTABLISHED BY THE
Nonprofit Organization·DEVON
ACROSS AMERICA FOR WOUNDED HEROES INC
Nonprofit Organization·Honey Brook
ACT IN FAITH OF GREATER
Nonprofit Organization·WEST CHESTER
ACTIVEKIDS
Nonprofit Organization·West Chester
ACTS OF GENEROSITY
Nonprofit Organization·WEST CHESTER
ACUPUNCTURE HEALING ARTS INC
Nonprofit Organization·DOWNINGTOWN
ADOPT A PIG
Nonprofit Organization·GLENMOORE
ADVENTURE GROVE INCLUSIVE PLAYGROUND
Nonprofit Organization·Pottstown
AFFINITY PATIENT ADVOCACY
Nonprofit Organization·CHESTER SPRINGS
AFRICAN STAR EDUCATION FOUNDATION INC
Nonprofit Organization·OXFORD
AFRICA PARTNERSHIP
Nonprofit Organization·DOWNINGTOWN
AGAINST ALL ODDS WOMENS MINISTRY
Nonprofit Organization·Coatesville
Agape Care International
Nonprofit Organization·PHOENIXVILLE
AG BULLDOGS BASEBALL
Nonprofit Organization·West Grove
AGI Funding Corporation
Nonprofit Organization·West Chester
AGLOW INTERNATIONAL
Nonprofit Organization·Oxford
AGLOW INTERNATIONAL
Nonprofit Organization·Downingtown
AGLOW INTERNATIONAL
Nonprofit Organization·Avondale