Allocator Index · CRD 297464

ELLSWORTH ADVISORS, LLC

Hudson, OH · (234) 200-0703 · ellsworthadvisors.com

SEC IAPD record ↗

Fit score

72

  • aum $250M-$3.0B+22
  • any_private_fund+22
  • hnw>=200+20
  • employees 3-60+8

HNW clients

212

Other individuals

641

HNW assets

$592.7M

Total AUM

$1.41B

Employees

16

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
SAINTS & ANGELS SCALLOPING COMPANY,Private Equity Fund$5.0M
GDP INVESTMENT PARTNERS, LLCPrivate Equity Fund$4.9M
TORSION GROUP PARTNERS, LLCPrivate Equity Fund$4.9M
BUCKEYE SCALLOPING COMPANY, LLCPrivate Equity Fund$4.5M
CHATHAM SCALLOPING COMPANYPrivate Equity Fund$3.4M
LIGIA PEREIRA SCALLOPING COMPANY, LLCPrivate Equity Fund$2.5M
FCP INVESTMENT PARTNERS II, LLCPrivate Equity Fund$2.3M
FCP INVESTMENT PARTNERS, LLCPrivate Equity Fund$2.2M
SILCA INVESTMENT PARTNERS, LLCPrivate Equity Fund$1.0M