Ellisville Harbour Partners

Overview

Ellisville Harbour Partners is a small, fee-based advisory firm focused on direct portfolio management for individuals and small businesses. The firm emphasizes equity exposure: its managed-separate-account assets are allocated to exchange-traded equities rather than fixed income or cash-heavy strategies. Client relationships are a mix of discretionary and non-discretionary mandates, and compensation includes a standard percentage-of-AUM fee plus the option for performance-based fees on certain accounts. The firm’s client base is primarily individual and family investors rather than institutional or retirement-plan sponsors. Ellisville Harbour Partners does not position itself as an active ESG investor and operates without a multi-state adviser footprint. Advisory work centers on constructing and overseeing equity-focused portfolios supplemented by selected mutual fund and hedge fund allocations where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices