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Private equityFirmbuyoutlower middle market

Ellsworth Advisors, LLC

Private Equity

Hudson, OH

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Search this name across graphsid dfx:pe:0c7e4ec8-694d-4ce2-a0b3-a728950ae8a3

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 18, 2026, 10:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 22
Dated events: 13
On other graphs: 2
Observed: Sep 13, 2026 to Sep 17, 2026
28 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Ellsworth Advisors, LLC

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

ELLSWORTH ADVISORS, LLC

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 5
PE funds: 5
Vintages: 2021 to 2024
PE GAV, 2024 filing: $16.6Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $914M
Investments: 0
Active investments: 0
Size band: LOWER MIDDLE MARKETderivedproxy: $0.02bn Private Equity Fund GAV on the Form ADV filed 2024-11-26
Latest ADV filing: Nov 26, 2024
Employees (ADV): 13
Website: ellsworthadvisors.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Silca Investment Partners, LLC	2024	Unknown	Private Equity Fund	n/a	$1.0M
FCP Investment Partners II, LLC	2024	Unknown	Private Equity Fund	n/a	$2.2M
GDP Investment Partners, LLC	2022	Unknown	Private Equity Fund	n/a	$4.9M
Chatham Scalloping Company	2022	Unknown	Private Equity Fund	n/a	$3.5M
Torsion Group Partners, LLC	2021	Unknown	Private Equity Fund	n/a	$4.9M

Relationships

Employs (15)

→ Elizabeth LewisPersonAdministrative Associate
factThe subject's own site
→ John L. Dugan IIPersonSenior Vice President
factThe subject's own site
→ Christopher M. PradoPersonSenior Vice President
factThe subject's own site
→ Kelly M. OrrisPersonAssociate Advisor
factThe subject's own site
→ Cade T. TonozziPersonAssociate Advisor
factThe subject's own site
→ Karen KaminskiPersonSenior Operations Associate
factThe subject's own site
→ Carrie D. WoodPersonAdministrative Associate
factThe subject's own site
→ Timothy Banks ClepperPersonManaging Partner
Apr 1, 2018 to presentfactForm ADV, The subject's own site
→ Dave JakubowskiPersonSenior Vice President
factThe subject's own site
→ Matthew John KauligPersonMember
Apr 1, 2018 to presentfactForm ADV
→ Kelly Michael KuennenPersonPresident
Sep 1, 2018 to presentfactForm ADV
→ Michelle Marie SchwabPersonChief Compliance Officer
Sep 1, 2018 to presentfactForm ADV
→ Cameron Shields MielePersonManaging Director
Apr 1, 2018 to presentfactForm ADV
→ Paul a MartinPersonChief Financial Officer
Nov 1, 2018 to presentfactForm ADV
→ Michael Ryan CavanaughPersonManaging Director & Chief Compliance Officer
Apr 1, 2018 to Oct 8, 2018inferenceForm ADV

Manages (5)

→ Silca Investment Partners, LLCFundPrivate Equity Fund
Nov 26, 2024 to presentfactForm ADV
→ Torsion Group Partners, LLCFundPrivate Equity Fund
Dec 20, 2021 to presentfactForm ADV
→ Chatham Scalloping CompanyFundPrivate Equity Fund
Mar 23, 2022 to presentfactForm ADV
→ GDP Investment Partners, LLCFundPrivate Equity Fund
Nov 15, 2022 to presentfactForm ADV
→ FCP Investment Partners II, LLCFundPrivate Equity Fund
Oct 31, 2024 to presentfactForm ADV

Owns (1)

← Ellsworth Advisors Holdings, LLCFirmMember
Apr 1, 2018 to presentfactForm ADV

Dated events

6 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Nov 1, 2018
Person joined
Paul a Martin joined Schedule A of Ellsworth Advisors, LLC as Chief Financial Officer
Form ADVobserved 5 days ago
Occurred
Oct 8, 2018
Person left
Michael Ryan Cavanaugh (Managing Director & Chief Compliance Officer) no longer on Schedule A of Ellsworth Advisors, LLC
Form ADVobserved 5 days ago
Occurred
Sep 1, 2018
Person joined
Kelly Michael Kuennen joined Schedule A of Ellsworth Advisors, LLC as Managing Director & Chief Compliance Officer
Form ADVobserved 5 days ago
Occurred
Sep 1, 2018
Person joined
Michelle Marie Schwab joined Schedule A of Ellsworth Advisors, LLC as Managing Director
Form ADVobserved 5 days ago
Occurred
Jun 18, 2018
Adviser first adv filing
Ellsworth Advisors, LLC first filed Form ADV in the extract (IA)
Form ADVobserved 5 days ago
Occurred
Apr 1, 2018
Person joined
Cameron Shields Miele joined Schedule A of Ellsworth Advisors, LLC as Managing Director
Form ADVobserved 5 days ago
Occurred
Apr 1, 2018
Person joined
Timothy Banks Clepper joined Schedule A of Ellsworth Advisors, LLC as Managing Partner
Form ADVobserved 5 days ago

Show 6 bookkeeping events

Occurred
Feb 23, 2026
Ellsworth Advisors, LLC: Private Equity Funds on Form ADV 5 (2024 extract) -> 9 (roster 2026-09-01)
Occurred
Nov 26, 2024
Silca Investment Partners, LLC first reported on Form ADV by Ellsworth Advisors, LLC (Private Equity Fund), GAV $1,000,000
Occurred
Oct 31, 2024
FCP Investment Partners II, LLC first reported on Form ADV by Ellsworth Advisors, LLC (Private Equity Fund), GAV $2,230,000
Occurred
Nov 15, 2022
GDP Investment Partners, LLC first reported on Form ADV by Ellsworth Advisors, LLC (Private Equity Fund), GAV $4,575,000
Occurred
Mar 23, 2022
Chatham Scalloping Company first reported on Form ADV by Ellsworth Advisors, LLC (Private Equity Fund), GAV $2,750,000
Occurred
Dec 20, 2021
Torsion Group Partners, LLC first reported on Form ADV by Ellsworth Advisors, LLC (Private Equity Fund), GAV $4,860,000

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV), 6 work emails (firm website) · as of 2026-09-17

Elizabeth Lewis
Administrative Associate · Revealable: 1 professional profile (firm website)
John L. Dugan II
Senior Vice President · Revealable: 1 professional profile (firm website)
Christopher M. Prado
Senior Vice President · Revealable: 1 professional profile (firm website)
Kelly M. Orris
Associate Advisor · Revealable: 1 professional profile (firm website)
Cade T. Tonozzi
Associate Advisor · Revealable: 1 professional profile (firm website)
Karen Kaminski
Senior Operations Associate · Revealable: 1 professional profile (firm website)
Carrie D. Wood
Administrative Associate · Revealable: 1 professional profile (firm website)
Timothy Banks Clepper
Managing Partner · Revealable: 1 professional profile (firm website)
Dave Jakubowski
Senior Vice President · Revealable: 1 professional profile (firm website)

Also named here, with no published line of their own (reach them through the firm): Matthew John Kaulig (Member), Kelly Michael Kuennen (President), Michelle Marie Schwab (Chief Compliance Officer), Cameron Shields Miele (Managing Director), Paul a Martin (Chief Financial Officer).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:0c7e4ec8-694d-4ce2-a0b3-a728950ae8a3
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 32 h ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Ellsworth Advisors, LLC

Private Equity

Hudson, OH

WATCH OUR EXPERTS IN ACTION Check out the latest financial world news, updates, and commentary from our team.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:0c7e4ec8-694d-4ce2-a0b3-a728950ae8a3

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 18, 2026, 10:57 PM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

Silca Investment Partners, LLC

2024

Unknown

Private Equity Fund

n/a

$1.0M

FCP Investment Partners II, LLC

2024

Unknown

Private Equity Fund

n/a

$2.2M

GDP Investment Partners, LLC

2022

Unknown

Private Equity Fund

n/a

$4.9M

Chatham Scalloping Company

2022

Unknown

Private Equity Fund

n/a

$3.5M

Torsion Group Partners, LLC

2021

Unknown

Private Equity Fund

n/a

$4.9M