Ehrenkranz Partners L.P.

RIASEC Registered
Total AUM
$21.5B
Discretionary
$5.9B
27% of AUM
Avg account
$106M
Accounts
204
Employees
46
Advisory reps
10

Firm details

Headquarters
New York, New York
CRD number
131728
Registered since
May 28, 2004
Website
www.eplp.com
Custodians
PERSHING LLC, FIDELITY DISTRIBUTORS COMPANY LLC, BANK OF MONTREAL, CHARLES SCHWAB & CO., INC., CITY NATIONAL BANK, J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI70.76%
  • Pooled Investment Vehicles26.48%
  • Charitable Organizations1.67%
  • Investment Companies0.71%
  • Insurance Companies0.38%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Ehrenkranz Partners L.P. is an SEC-registered independent RIA organized as a limited partnership and operating since 2004. The firm serves both individual/family and institutional clients and functions as a capital allocator and sponsor/manager of pooled vehicles. Its advisory services include discretionary and non-discretionary portfolio management for individuals, businesses and pooled investment vehicles, plus selection of other advisers. The firm also identifies as an active ESG investor and reports activity as a CPO/CTA in its business affiliations. Fee arrangements include asset-based fees, fixed fees and performance-based compensation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 40%, Exchange Traded Equities 35%, Other 13%, US Government Bonds 7%, Cash & Cash Equivalents 5%40%
  • Private Funds40%
  • Exchange Traded Equities35%
  • Other13%
  • US Government Bonds7%
  • Cash & Cash Equivalents5%

Owners & executives

3 of 3
  • Michael Fierro

    Michael Fierro

    Chief Financial OfficerCRD 5903219

  • Barry Rosenthal

    Chief Compliance OfficerCRD 7975197

  • Michael Sancilio

    Chief Operating OfficerCRD 5213394

Contacts

3 of 7
  • Sanford Ehrenkranz

    Sanford Ehrenkranz

    Founding PartnerCRD 4378463

  • Amy Bermingham

    Amy Bermingham

    PartnerCRD 4378487

  • Andrew Sommers

    Andrew Sommers

    Managing PartnerCRD 4378492

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 20

Active vs passive

$164M in ETFs

Passive

100%

$163M

Active

<1%

$820K

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI SOUTH KOREA ETF (EWY)BlackRockPassiveMiscellaneous Region$44.8M221,97927.32%
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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
375 Park Ave
Time zone
ET (UTC-5)
Office locations

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