DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Ehrenkranz Partners L.P.
Latest filing Jun 8, 2026
First filing on the tape Feb 29, 2012 · 29 filings
SEC status approved since May 28, 2004
RAUM
$22B
reported, Item 5.F
Discretionary
27%
of RAUM
Private clients
71%
$15B individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
46
18 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
51
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$22B as of Jun 8, 2026
Feb 29, 2012$41.1M then
HNW client RAUM$15B as of Jun 8, 2026
Mar 21, 2018$9.8B then
State-registered IARs (5.B.3)0 as of Jun 8, 2026
Feb 29, 20120 then
Employees (5.A)46 as of Jun 8, 2026
Feb 6, 201345 then
Private funds51 as of Jun 8, 2026
Feb 29, 20122 then
RAUM +11% over the last fiscal year+9.1% a year over threeIARs 0 to 0offices 0 to 1
Practice profile
derived from the filing of Jun 8, 2026; every figure names its basis
Archetypes, each a printed rule
- Multi-family-office-like · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, average HNW client assets at least $25M, fewer than 200 HNW clients, and business name contains 'family office' or private funds are reported
- RIA with heavy alternatives · a wealth manager whose private fund gross assets are at least 25 percent of RAUM, or five or more private funds
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $104MderivedHNW RAUM over HNW clients
- Average account
- $106MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 27%derivedof RAUM
- Institutional
- 2.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +11%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- +6.6%derived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisers, otherreportedItem 5.G
- Custody
- $208M, 4 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$15B71%
- Pooled investment vehicles$5.7B26%
- Charitable organizations$359M1.7%
- Investment companies$152M0.7%
- Insurance companies$82.0M0.4%
- Individual clients
- 0reported
- HNW clients
- 146reported
- Pension plan clients
- 0reported
- Charitable clients
- 5reported
- Accounts
- 204reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $208M for 4 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.71 fund_share=0.27 institutional_share=0.02 related_bd=false related_bank=true bd_reps=0.0 bank_owner=falsederived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
19 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Ep Acquisition Fund L.P. - Class D2 | Private Equity Fund | $225M | 60 | Mar 8, 2024 |
| Ep Acquisition Fund L.P. - Class G | Private Equity Fund | $175M | 40 | Mar 9, 2023 |
| Ep Acquisition Fund L.P. - Class B | Private Equity Fund | $150M | 34 | Mar 10, 2020 |
| Ep Private Credit Strategies Two L.P. | Private Equity Fund | $148M | 45 | Mar 9, 2023 |
| Ep Acquisition Fund L.P. - Class D | Other Private Fund | $134M | 45 | Feb 28, 2019 |
| Ep Private Credit Strategies 2025 L.P. | $114M | 34 | Jun 8, 2026 | |
| Ep Real Estate Investment Fund 2024 L.P. | Private Equity Fund | $86.4M | 0 | Mar 8, 2024 |
| Ep Private Equity Strategies 2024 L.P. | $84.8M | 26 | Jun 8, 2026 | |
| Psf Partners Two L.P. | Private Equity Fund | $77.8M | 32 | Mar 10, 2022 |
| Ep Private Credit Strategies L.P. | Other Private Fund | $68.3M | 43 | Mar 10, 2020 |
| Ep Acquisition Fund L.P. - Class A | Private Equity Fund | $60.9M | 36 | Jan 30, 2015 |
| Ep Acquisition Fund L.P. - Class E | Real Estate Fund | $51.9M | 20 | Mar 12, 2021 |
| Ep Acquisition Fund L.P. - Class F | Private Equity Fund | $50.7M | 48 | Mar 10, 2022 |
| Ep Acquisition Fund L.P. - Class F2 | Private Equity Fund | $49.4M | 24 | Mar 9, 2023 |
| 805-9796245497no longer reported | Hedge Fund | $44.7M | 1 | Feb 29, 2012 |
| Ep Strategic Income Fund - Insurance L.P. | $27.6M | 9 | Jun 8, 2026 | |
| Ep Aaf L.P. | Private Equity Fund | $26.1M | 3 | Mar 8, 2024 |
| Tishman Speyer Employee Investment Fund | Hedge Fund | $18.6M | 18 | May 29, 2012 |
| Asian Telecommunications L.P.no longer reported | Private Equity Fund | $0 | 30 | Feb 29, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Gail Amy Bermingham · Limited Partnercontrolsince 05/2013 · owns 5% to 10%
- William Steven Davidson · Chief Operating Officercontrolsince 01/2011 · owns less than 5%
- Stanley Joel Ehrenkranz · Limited Partnercontrolsince 05/2013 · owns 10% to 25%
- Bick John Ehrenkranz · Limited Partnercontrolsince 05/2013 · owns 5% to 10%
- Barry Sanford Ehrenkranz · Limited Partnercontrolsince 05/2013 · owns 10% to 25%
- Carl Michael Fierro · Chief Financial Officercontrolsince 09/2010 · owns less than 5%
- Weiss Hannah Mensch · Limited Partnercontrolsince 01/2015 · owns 5% to 10%
- Bernard Barry Rosenthal · Chief Compliance Officercontrolsince 08/2024 · owns less than 5%
- David Michael Sancilio · Chief Operating Officercontrolsince 01/2025 · owns less than 5%
- James Chapman Patrick Shaw · Limited Partnercontrolsince 05/2013 · owns 10% to 25%
- Andrew Sommers · Limited Partnercontrolsince 05/2013 · owns 25% to 50%
- Gail Amy Bermingham · Membercontrolsince 04/2013 · owns F of Ehrenkranz Partners Gp LLC
- Stanley Joel Ehrenkranz · Membercontrolsince 04/2013 · owns F of Ehrenkranz Partners Gp LLC
- Bick John Ehrenkranz · Membercontrolsince 04/2013 · owns F of Ehrenkranz Partners Gp LLC
- Barry Sanford Ehrenkranz · Membercontrolsince 04/2013 · owns F of Ehrenkranz Partners Gp LLC
- Weiss Hannah Mensch · Membercontrolsince 01/2015 · owns F of Ehrenkranz Partners Gp LLC
- James Chapman Patrick Shaw · Membercontrolsince 04/2013 · owns F of Ehrenkranz Partners Gp LLC
- Andrew Sommers · Membercontrolsince 04/2013 · owns F of Ehrenkranz Partners Gp LLC
Entity owners
- Ehrenkranz Partners Gp LLC · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- Acquisition Funds Gp-L.P.pooled vehicle sponsory
- E Capital Management L.P.investment adviserpooled vehicle sponsoryRAUM $4.1B
- E&E Advisors L.P.investment adviserbankpooled vehicle sponsoryRAUM $933M
- Ehrenkranz & Ehrenkranz Llpn
- Ehrenkranz Partners Gp LLCy
Advisers that list Ehrenkranz Partners L.P. as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
8 against comparable advisers; where to look, not conclusions
- low discretionary shareStatic outlier · filing Jun 8, 2026discretionary share of RAUM of 27% against a peer median of 97% (84 comparable advisers, 1.0th percentile, 15.9 robust deviations)peers: independent wealth managers, $20B and over (84) · 1.2% percentile
- control person changedChange between filings · filing Jun 8, 2026SANCILIO, MICHAEL, DAVID (CHIEF OPERATING OFFICER) appeared on Schedule A between the filings of 2024-08-21 and 2026-06-08peers: independent wealth managers, $20B and over (84)
- control person changedChange between filings · filing Jun 8, 2026DAVIDSON, STEVEN, WILLIAM (CHIEF OPERATING OFFICER) left Schedule A between the filings of 2024-08-21 and 2026-06-08peers: independent wealth managers, $20B and over (84)
- wealth RIA private fund surgeCombination · filing Mar 26, 2026a wealth manager (private-client share at least 50 percent) whose private fund count grew by three or more and 50 percent or more. RAUM $19,390,397,988 to $21,536,957,872, advisors 0 to 0, private clients 137 to 146, offices 0 to 0 (2025-03-20 to 2026-03-26)peers: independent wealth managers, $20B and over (84)
- client mix shiftChange between filings · filing Mar 26, 2026private-client share of RAUM moved from 90.0% to 71.0% between the annual amendments of 2025-03-20 and 2026-03-26peers: independent wealth managers, $20B and over (84)
- discretionary share shiftChange between filings · filing Mar 26, 2026discretionary share of RAUM moved from 9.0% to 27.0% between the annual amendments of 2025-03-20 and 2026-03-26peers: independent wealth managers, $20B and over (84)
- HNW share shiftChange between filings · filing Mar 26, 2026HNW share of RAUM moved from 90.0% to 71.0% between the annual amendments of 2025-03-20 and 2026-03-26peers: independent wealth managers, $20B and over (84)
- private fund count surgeChange between filings · filing Mar 26, 2026private funds (Schedule D 7.B.1) moved from 13.0 to 51.0 (+292.0%) between the annual amendments of 2025-03-20 and 2026-03-26; the peer median change was +2.0% (33 comparable advisers, 100.0th percentile of changes)peers: independent wealth managers, $20B and over (33) · 100% percentile
What changed
consecutive filings, newest first
- Advisory employees · 17 to 18Mar 26, 2026 to Jun 8, 2026
- Employees · 45 to 46Mar 26, 2026 to Jun 8, 2026
- Other offices · 0 to 1Mar 26, 2026 to Jun 8, 2026
- Accounts · 157 to 204Jul 3, 2025 to Mar 26, 2026
- Advisory employees · 12 to 17Jul 3, 2025 to Mar 26, 2026
- Charity clients · 1 to 5Jul 3, 2025 to Mar 26, 2026
- HNW clients · 137 to 146Jul 3, 2025 to Mar 26, 2026
- Pooled vehicle clients · 14 to 51Jul 3, 2025 to Mar 26, 2026
- Assets in custody · $1.8B to $208MJul 3, 2025 to Mar 26, 2026
- Employees · 50 to 45Jul 3, 2025 to Mar 26, 2026
- Private funds · 13 to 51Jul 3, 2025 to Mar 26, 2026
- Discretionary RAUM · $1.8B to $5.9BJul 3, 2025 to Mar 26, 2026
- HNW RAUM · $17B to $15BJul 3, 2025 to Mar 26, 2026
- Non-discretionary RAUM · $18B to $16BJul 3, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $1.4B to $5.7BJul 3, 2025 to Mar 26, 2026
- RAUM · $19B to $22BJul 3, 2025 to Mar 26, 2026
- Financial planning clients · unset to Mar 20, 2025 to Jul 3, 2025
- Accounts · 161 to 157Jan 10, 2025 to Mar 20, 2025
- HNW clients · 142 to 137Jan 10, 2025 to Mar 20, 2025
- Pooled vehicle clients · 13 to 14Jan 10, 2025 to Mar 20, 2025
- Assets in custody · $1.7B to $1.8BJan 10, 2025 to Mar 20, 2025
- Employees · 49 to 50Jan 10, 2025 to Mar 20, 2025
- Private funds · 14 to 13Jan 10, 2025 to Mar 20, 2025
- Discretionary RAUM · $1.7B to $1.8BJan 10, 2025 to Mar 20, 2025
- HNW RAUM · $16B to $17BJan 10, 2025 to Mar 20, 2025
- Non-discretionary RAUM · $16B to $18BJan 10, 2025 to Mar 20, 2025
- Pooled vehicle RAUM · $1.3B to $1.4BJan 10, 2025 to Mar 20, 2025
- RAUM · $18B to $19BJan 10, 2025 to Mar 20, 2025
- Financial planning clients · 101-250 to unsetOct 23, 2023 to Mar 8, 2024
- Private funds · 11 to 14Oct 23, 2023 to Mar 8, 2024
- Discretionary RAUM · $1.4B to $1.7BOct 23, 2023 to Mar 8, 2024
- HNW RAUM · $15B to $16BOct 23, 2023 to Mar 8, 2024
- Non-discretionary RAUM · $15B to $16BOct 23, 2023 to Mar 8, 2024
- Pooled vehicle RAUM · $1.1B to $1.3BOct 23, 2023 to Mar 8, 2024
- RAUM · $17B to $18BOct 23, 2023 to Mar 8, 2024
- Accounts · 168 to 161Oct 23, 2023 to Mar 8, 2024
- Advisory employees · 13 to 12Oct 23, 2023 to Mar 8, 2024
- Advisory activities · 6 to 5Oct 23, 2023 to Mar 8, 2024
- HNW clients · 152 to 142Oct 23, 2023 to Mar 8, 2024
- Pooled vehicle clients · 10 to 13Oct 23, 2023 to Mar 8, 2024
Signals
6 dated events
- Bernard Barry Rosenthal (Chief Compliance Officer) appeared on Schedule A of Ehrenkranz Partners L.P.Aug 21, 2024 · Control person joined · fact
- Atiya Leary (Chief Compliance Officer) no longer on Schedule A of Ehrenkranz Partners L.P. (listed 2024-03-08, absent 2024-08-21)Aug 21, 2024 · Control person left · inference
- Kurt Dudas (Limited Partner) no longer on Schedule A of Ehrenkranz Partners L.P. (listed 2023-03-10, absent 2023-10-23)Oct 23, 2023 · Control person left · inference
- Atiya Leary (Chief Compliance Officer) appeared on Schedule A of Ehrenkranz Partners L.P.Mar 9, 2023 · Control person joined · fact
- Marie Tinika Brown (General Counsel And Chief Compliance Officer) no longer on Schedule A of Ehrenkranz Partners L.P. (listed 2021-04-22, absent 2022-03-10)Mar 10, 2022 · Control person left · inference
- E&E Capital Advisors Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)May 21, 2013 · Succession (Item 4) · fact
Across DFX
shared identifiers only, never a name match
- Ehrenkranz Partners L.P. · Independent Sponsorsshared crd · capital_provider
- Ehrenkranz Partners L.P. · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Business email
- ehrenkranz.partners@eplp.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 212-751-5959reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/e-&-e-capital-advisorsreportedpublic record, Form ADV, Sep 17, 2026
- Firm profile
- linkedin.com/company/ehrenkranz-partners-lpreportedpublic record, Form ADV, Sep 17, 2026
- Website
- EPLP.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 212-891-8600reportedpublic record, Form ADV, Jun 8, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Ehrenkranz Partners L.P. is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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