PPrivate Fund Data Log in Join · $37/mo

Ellsworth Advisors, LLC

● SEC registered since 2018CRD 297464SEC# 801-113634Hudson, OH
Export (members)
Ranks #2,483 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$1.19B
Fund GAV
$28.5M
Private funds
8
Employees
16
Accounts
1,863
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 $1.2 billion in regulatory assets under management and employs 16 people. Ellsworth Advisors, LLC manages 8 private funds with combined gross assets of $28.5 million, including Saints & Angels Scalloping Company,. By regulatory assets, it ranks 2,483 of 5,911 private fund managers.

Ellsworth Advisors, LLC private funds

8 funds · $28.5M GAV
FundTypeGross assetsMin.
Saints & Angels Scalloping Company,Private Equity$5M$25K
Gdp Investment Partners, LLCPrivate Equity$4.9M$25K
Torsion Group Partners, LLCPrivate Equity$4.9M$25K
See all 8 funds — unlock the full record.
Join to unlock · $37/mo

Ellsworth Advisors, LLC owners & executives

7 reported
NameTitleOwnershipSince
Cameron Shields Miele ControlManaging DirectorUnder 5%2018
Ellsworth Advisors Holdings, LLC ControlMemberOver 75%2018
Kelly Michael Kuennen ControlPresidentUnder 5%2018
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Ellsworth Advisors, LLC manage?

Ellsworth Advisors, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.

How many private funds does Ellsworth Advisors, LLC manage?

Ellsworth Advisors, LLC manages 8 private funds with combined gross assets of $28.5 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

Address1764 Georgetown Road, Hudson, OH 44236
Phone(234) 200-0703
Fax(234) 252-2461
Office hours9:00a.m. - 4:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK1843553
Discloses disciplinary historyNo

Assets under management

Discretionary$1.18B
Non-discretionary$10M
Total (RAUM)$1.19B

Service providers

Auditor