SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Ehrenkranz Partners L.P.
New York, NY
CRD 131728
Firm filing updated June 8, 2026 ·
- $21.5BAssets
- 204Clients
- 18Advisory staff
- 204Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals146
- Pooled vehicles51
- Charities5
- Investment companies1
- Insurance companies1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 146 | $15.2 billion |
| Investment companies | 1 | $152.1 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 51 | $5.7 billion |
| Charitable organizations | 5 | $358.7 million |
| Insurance companies | 1 | $82.0 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 5 services
- Selection of other advisors (including private fund managers)
- Other: "FUND OF FUNDS MANAGER"
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Other: "FUND OF FUNDS MANAGER"
Assets and accounts
- Regulatory assets$21.5 billion
- Accounts204
- Discretionary$5.9 billion · 54 accounts
- Non-discretionary$15.6 billion · 150 accounts
People
- Employees46
- Advisory staff18
- Broker-dealer reps0
- Licensed insurance agents0
Registration details
- SEC-registered investment advisor. CRD 131728, SEC file 801-63200.
- Registered with the SEC as an investment advisor (status date on record: May 28, 2004).
Is Ehrenkranz Partners L.P. a fiduciary?
Short answer: Ehrenkranz Partners L.P. is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.