Wealth manager, independent · New York, NY
Ehrenkranz Partners L.P.
SEC-registered investment adviser · CRD 131728 · SEC 801-63200
At a glance
Ehrenkranz Partners L.P. is an SEC-registered investment adviser based in New York, New York, with $21.5 billion in regulatory assets under management as of its Form ADV filed June 8, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 146 individual clients. By Form ADV it is a wealth manager, ranked 84th of 8,915 wealth managers and 828th of 17,210 SEC-registered advisers by assets.
Main office 212-891-8600eplp.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $22B
- Rank among wealth managers
- #84 of 8,915
- Rank among all SEC RIAs
- #828 of 17,210
- Rank in New York
- #220 of 2,591
- Individual clients
- 146
- High-net-worth clients
- 146
- Accounts
- 204
- Discretionary
- 27% of AUM
- Employees
- 46
- Advisory staff
- 18
- Offices
- 2
Owners and executives on its Form ADV
- Joel S. EhrenkranzLimited Partner
- Sanford B. EhrenkranzLimited Partner
- Amy G. BerminghamLimited Partner
- Andrew SommersLimited Partner
- John B. EhrenkranzLimited Partner
- Patrick J. ShawLimited Partner
- Michael C. FierroChief Financial Officer
- Hannah W. MenschLimited Partner
- Barry B. RosenthalChief Compliance Officer
- Michael D. SancilioChief Operating Officer
Custody and brokerage
6 custodians
- BNY Pershing$5.2B93%
- Fidelity$224M4%
- Bank of Montreal$125M2%
- Charles Schwab$14M<1%
- City National Bank$3M<1%
- J.P. Morgan$0M<1%
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 146 | $15B | 71% |
| Pooled investment vehicles | 51 | $5.7B | 26% |
| Charitable organizations | 5 | $359M | 2% |
| Investment companies | 1 | $152M | <1% |
| Insurance companies | 1 | $82M | <1% |
Private funds
Ehrenkranz Partners L.P. reports 51 private funds with $6.9B in gross assets: private equity funds, real estate funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Ehrenkranz Partners L.P. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗eplp.com ↗
AtlasMembers
The full record on Ehrenkranz Partners L.P.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 205 peers of its type and size
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- Owners and executives, with titles and stakes
- 10 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 2Locked
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Background
Questions
How much does Ehrenkranz Partners L.P. manage?
Ehrenkranz Partners L.P. reports $21.5 billion in regulatory assets under management across 204 accounts, 27% of it on a discretionary basis, on its Form ADV filed June 8, 2026.
What kind of firm is Ehrenkranz Partners L.P.?
Ehrenkranz Partners L.P. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Ehrenkranz Partners L.P.’s clients?
By assets, its largest client types are high-net-worth individuals ($15.2 billion, 146 clients); pooled investment vehicles ($5.7 billion, 51 clients); charitable organizations ($359 million, 5 clients).
Does Ehrenkranz Partners L.P. manage private funds?
Yes. It reports 51 private funds with $6.9 billion in gross assets, including private equity funds, real estate funds, other private funds.
Does Ehrenkranz Partners L.P. have any disciplinary history?
Ehrenkranz Partners L.P. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Ehrenkranz Partners L.P.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-08), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →