# Ehrenkranz Partners L.P.

> 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.

- CRD: 131728
- Filed as: EHRENKRANZ PARTNERS L.P.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: June 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/131728
- AdvisorCensus page: https://advisorcensus.com/firm/ehrenkranz-partners-l-p-new-york-ny-131728

## Quick answers

**How is Ehrenkranz Partners L.P. compensated?**
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.

**Where is Ehrenkranz Partners L.P. located?**
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).

**Is Ehrenkranz Partners L.P. registered with the SEC or a state?**
Ehrenkranz Partners L.P. is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 131728.

**How much does Ehrenkranz Partners L.P. manage?**
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).

**How have Ehrenkranz Partners L.P.'s assets and staff changed since 2021?**
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.

**What types of clients does Ehrenkranz Partners L.P. serve?**
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).

**Which custodians does Ehrenkranz Partners L.P. use?**
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.

**Does Ehrenkranz Partners L.P. report any disciplinary disclosures?**
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

**What changed in Ehrenkranz Partners L.P.'s recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Bank of Montreal
- Charles Schwab & Co., Inc.
- City National Bank
- Fidelity Brokerage Services LLC
- J.P. Morgan SE - Luxembourg Branch
- Pershing Advisor Solutions LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $21,536,957,872
- Discretionary: $5,892,865,784
- Non-discretionary: $15,644,092,088

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 146 | $15,240,540,976 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $152,145,797 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 51 | $5,703,550,014 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 5 | $358,748,151 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 1 | $81,972,934 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2004 (22 years)
- Employees: 46 total, 18 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, CO, CT, FL, IL, LA, MA, MD, NC, NJ, NY, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Denver, CO

### Websites listed on Form ADV (Item 1.I)
- eplp.com
- LinkedIn @e-&-e-capital-advisors
- LinkedIn @ehrenkranz-partners-lp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $15,087,055,844 | 38 | April 22, 2021 |
| October 2022 | $17,452,706,763 | 42 | March 10, 2022 |
| October 2023 | $16,601,300,867 | 38 | March 10, 2023 |
| October 2024 | $18,023,574,796 | 49 | August 21, 2024 |
| October 2025 | $19,390,397,988 | 50 | July 3, 2025 |
| October 2026 | $21,536,957,872 | 46 | June 8, 2026 |

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.

## Changes in the filing (last 12 months)

### July 2026
- Employees performing advisory functions went from 17 to 18.
- Added an office in Denver, CO.
- Registered or notice-filed in CO.

### April 2026
- 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ehrenkranz Partners L.P. (CRD 131728): Form ADV filing data as of October 2026.