{
  "crd_number": 131728,
  "slug": "ehrenkranz-partners-l-p-new-york-ny-131728",
  "primary_business_name": "EHRENKRANZ PARTNERS L.P.",
  "legal_name": "EHRENKRANZ PARTNERS L.P.",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2004-05-28",
  "years_registered": 22,
  "period": "2026-10-01",
  "filing_date": "2026-06-08",
  "carried_forward": false,
  "raum_total": 21536957872.0,
  "raum_discretionary": 5892865784.0,
  "raum_non_discretionary": 15644092088.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 46,
  "advisory_employees": 18,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 358748151.0,
      "count": 5
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 81972934.0,
      "count": 1
    },
    "investment_companies": {
      "raum": 152145797.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 15240540976.0,
      "count": 146
    },
    "pooled_investment_vehicles": {
      "raum": 5703550014.0,
      "count": 51
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "CA",
    "CO",
    "CT",
    "FL",
    "IL",
    "LA",
    "MA",
    "MD",
    "NC",
    "NJ",
    "NY",
    "TX",
    "WA"
  ],
  "websites": [
    "https://eplp.com",
    "https://linkedin.com/company/e-&-e-capital-advisors",
    "https://linkedin.com/company/ehrenkranz-partners-lp"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/131728",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/ehrenkranz-partners-l-p-new-york-ny-131728",
  "display_name": "Ehrenkranz Partners L.P.",
  "summary": "Ehrenkranz Partners L.P. is an SEC-registered investment advisory firm in New York, NY, registered since 2004, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 8, 2026.",
  "citation": "AdvisorCensus. Ehrenkranz Partners L.P. (CRD 131728): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Ehrenkranz Partners L.P. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Ehrenkranz Partners L.P. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Ehrenkranz Partners L.P. located?",
      "a": "Ehrenkranz Partners L.P.'s principal office is in New York, NY, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Ehrenkranz Partners L.P. registered with the SEC or a state?",
      "a": "Ehrenkranz Partners L.P. is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 131728."
    },
    {
      "q": "How much does Ehrenkranz Partners L.P. manage?",
      "a": "Ehrenkranz Partners L.P. reports $21,536,957,872 in regulatory assets under management in its Form ADV filing dated June 8, 2026 (27% discretionary)."
    },
    {
      "q": "How have Ehrenkranz Partners L.P.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Ehrenkranz Partners L.P.: Regulatory assets under management: $15,087,055,844 in the October 2021 data and $21,536,957,872 in the October 2026 data, up 43%. Total employees: 38 in October 2021 and 46 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Ehrenkranz Partners L.P. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (146); pooled investment vehicles (other than investment companies and business development companies) (51); charitable organizations (5)."
    },
    {
      "q": "Which custodians does Ehrenkranz Partners L.P. use?",
      "a": "Ehrenkranz Partners L.P.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank of Montreal, Charles Schwab & Co., Inc., City National Bank, Fidelity Brokerage Services LLC, J.P. Morgan SE - Luxembourg Branch and Pershing Advisor Solutions LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Ehrenkranz Partners L.P. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/131728"
    },
    {
      "q": "What changed in Ehrenkranz Partners L.P.'s recent Form ADV filings?",
      "a": "In the July 2026 filing data: Employees performing advisory functions went from 17 to 18. Added an office in Denver, CO. Registered or notice-filed in CO."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 15087055844.0,
      "total_employees": 38,
      "filing_date": "2021-04-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 17452706763.0,
      "total_employees": 42,
      "filing_date": "2022-03-10"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 16601300867.0,
      "total_employees": 38,
      "filing_date": "2023-03-10"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 18023574796.0,
      "total_employees": 49,
      "filing_date": "2024-08-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 19390397988.0,
      "total_employees": 50,
      "filing_date": "2025-07-03"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 21536957872.0,
      "total_employees": 46,
      "filing_date": "2026-06-08"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Employees performing advisory functions went from 17 to 18.",
        "Added an office in Denver, CO.",
        "Registered or notice-filed in CO."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 12 to 17.",
        "Regulatory assets under management went from $19,390,397,988 to $21,536,957,872 (+11%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Bank of Montreal",
      "name_as_filed": "BANK OF MONTREAL",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "City National Bank",
      "name_as_filed": "CITY NATIONAL BANK",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "J.P. Morgan SE - Luxembourg Branch",
      "name_as_filed": "J.P. MORGAN SE - LUXEMBOURG BRANCH",
      "affiliated": false
    },
    {
      "name": "Pershing Advisor Solutions LLC",
      "name_as_filed": "PERSHING ADVISOR SOLUTIONS LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/ehrenkranz-partners-l-p-new-york-ny-131728.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 146,
      "fewer_than_5": false,
      "raum": 15240540976.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 152145797.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 51,
      "fewer_than_5": false,
      "raum": 5703550014.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 358748151.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 81972934.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/131728",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}