EBBERT ASSET MANAGEMENT, LP

Overview

Ebbert Asset Management, LP is a small, equity-biased advisory firm focused on portfolio management for individuals and small businesses. The firm runs compact, discretionary relationships and allocates the bulk of its client capital to exchange-traded equities. It complements equity exposure with third-party alternative strategies in real estate, commodities and oil & gas and uses traditional fixed-income and insurance products where appropriate. Fee arrangements are flexible — percentage of AUM, hourly and fixed fees — which suits the mix of one-off project work and ongoing portfolio management for smaller household and business clients. Ebbert Asset Management does not position itself as an ESG-driven allocator and is organized as a limited partnership under domestic ownership. Given the size and client mix, investment decisions appear to prioritize liquidity, cost control and straightforward implementation through ETFs and listed equities, with targeted use of alternatives to add income and diversification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices