EHRENKRANZ PARTNERS L.P.
Latest filing: Mar 20, 2025 (118 days ago)
AUM
$19,390,397,988
8% change vs. 1 year ago
11% change vs. 3 years ago
44% change vs. 5 years ago
78% change vs. 10 years ago
Employee Count
50
2% change vs. 1 year ago
19% change vs. 3 years ago
25% change vs. 5 years ago
22% change vs. 10 years ago
Main Office
NEW YORK, NY
375 PARK AVE., NEW YORK, NY, UNITED STATES, 10152
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.8 |
| Non-Discretionary | $17.6 |
| Total | $19.4 |
| Client | AUM |
|---|---|
| Retail | $17.4 |
| Pooled | $1.4 |
| Institutional | $0.6 |
| Total | $19.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 137 | $17.4 |
| Average HNW AUM | $126,823,730 | |
| Retail Total | 137 | $17.4 |
| Average Retail AUM | $126,823,730 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| PERSHING ADVISOR SOLUTIONS LLC | JERSEY CITY-NJ-USA | $3.8 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $18.0 |
| Retail SMA AUM | $17.4 |
| Institutional SMA AUM | $0.6 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 40% | $7.2 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 8% | $1.4 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 32% | $5.8 |
| Cash | 4% | $0.7 |
| Other | 16% | $2.9 |
| Total | 100% | $18.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| E CAPITAL MANAGEMENT L.P. | $4.1 | 113661 | |
| E&E ADVISORS L.P. | $0.9 | 111300 | |
| EHRENKRANZ & EHRENKRANZ LLP | $0.0 | law firm | - |
| EHRENKRANZ PARTNERS GP LLC | $0.0 | - | |
| ACQUISITION FUNDS GP-L.P. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
18 active
| Name | Title |
|---|---|
| EHRENKRANZ, JOEL, STANLEY | LIMITED PARTNER, MEMBER |
| EHRENKRANZ, SANFORD, BARRY | LIMITED PARTNER, MEMBER |
| BERMINGHAM, AMY, GAIL | LIMITED PARTNER, MEMBER |
| SOMMERS, ANDREW | LIMITED PARTNER, MEMBER |
| EHRENKRANZ, JOHN, BICK | LIMITED PARTNER, MEMBER |
| SHAW, PATRICK, JAMES CHAPMAN | LIMITED PARTNER, MEMBER |
| FIERRO, MICHAEL, CARL | CHIEF FINANCIAL OFFICER |
| DAVIDSON, STEVEN, WILLIAM | CHIEF OPERATING OFFICER |
| MENSCH, HANNAH, WEISS | LIMITED PARTNER, MEMBER |
| LEARY, ATIYA | CHIEF COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $19.4 | $0.0 | 0% | 50 | 0 | 0% |
| 2025-04-21 | $19.4 | $0.0 | 0% | 50 | 0 | 0% |
| 2024-04-02 | $18.0 | $1.4 | 8% | 49 | 1 | 2% |
| 2023-04-04 | $16.6 | $2.8 | 17% | 38 | 12 | 32% |
| 2022-04-01 | $17.5 | $1.9 | 11% | 42 | 8 | 19% |
| 2021-04-05 | $15.1 | $4.3 | 29% | 38 | 12 | 32% |
| 2020-04-01 | $13.4 | $6.0 | 44% | 40 | 10 | 25% |
| 2019-04-01 | $12.4 | $7.0 | 56% | 52 | -2 | -4% |
| 2018-04-02 | $12.1 | $7.2 | 60% | 53 | -3 | -6% |
| 2017-04-01 | $10.4 | $9.0 | 86% | 53 | -3 | -6% |
| 2016-04-01 | $10.9 | $8.5 | 78% | 42 | 8 | 19% |
| 2015-04-01 | $10.9 | $8.5 | 78% | 41 | 9 | 22% |
| 2014-04-01 | $10.8 | $8.6 | 80% | 41 | 9 | 22% |
| 2013-04-01 | $0.1 | $19.3 | 13765% | 45 | 5 | 11% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NY, AL-03/08/2024, CA-03/21/2018, CT-03/21/2018, FL-03/21/2018, IL-03/08/2024, LA-03/08/2024, MA-03/21/2018, MD-03/21/2018, NC-03/21/2018, NJ-04/04/2018, NY-03/21/2018, TX-03/21/2018, WA-03/21/2018 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV