| 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 |
Ellis Investment Partners, LLC reports $916.7 million in regulatory assets under management on its Form ADV.
Ellis Investment Partners, LLC reports 23 employees.
Ellis Investment Partners, LLC is based in Berwyn, PA and has been SEC-registered since 2012.
Ellis Investment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $861.4M |
| Non-discretionary | $55.4M |
| Total (RAUM) | $916.7M |