Ehrenkranz Partners L.P.
- Regulatory AUM
- $21.5B
- Discretionary
- $5.9B
- Clients
- 204
- Avg AUM / client
- $106M
- Accounts
- 204
- Employees
- 46
AUM over time
Annual snapshots from Form ADV filings · as of Jun 08, 2026
Asset allocation (SMA assets by investment type)
as of Jun 08, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 146 | $15.2B | 70.8% |
| Investment companies | 1 | $152M | 0.71% |
| Pooled investment vehicles (non-investment companies) | 51 | $5.7B | 26.5% |
| Charitable organizations | 5 | $359M | 1.67% |
| Insurance companies | 1 | $82.0M | 0.38% |
Private funds (14)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $1.4B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Ep Acquisition Fund L.P. Class D2 | Private Equity Fund | Delaware | $200M | 60 |
| Ep Acquisition Fund L.P. Class D master | Other Private Fund | Delaware | $182M | 45 |
| Ep Private Credit Strategies Two L.P. master | Private Equity Fund | Delaware | $161M | 45 |
| Ep Acquisition Fund L.P. Class G master | Private Equity Fund | Delaware | $159M | 40 |
| Ep Acquisition Fund L.P. Class B | Private Equity Fund | Delaware | $140M | 34 |
| Ep Private Credit Strategies L.P. master | Other Private Fund | Delaware | $102M | 43 |
| Ep Acquisition Fund L.P. Class A | Private Equity Fund | Delaware | $86.0M | 36 |
| Psf Partners Two L.P. | Private Equity Fund | Delaware | $80.9M | 32 |
| Ep Real Estate Investment Fund 2024 L.P. | Private Equity Fund | Delaware | $73.1M | 0 |
| Ep Acquisition Fund L.P. Class E master | Real Estate Fund | Delaware | $60.3M | 20 |
| Tishman Speyer Employee Investment Fund | Hedge Fund | Delaware | $46.4M | 18 |
| Ep Acquisition Fund L.P. Class F | Private Equity Fund | Delaware | $43.7M | 48 |
| Ep Acquisition Fund L.P. Class F2 | Private Equity Fund | Delaware | $35.9M | 24 |
| Ep Aaf L.P. | Private Equity Fund | Delaware | $17.5M | 3 |
People (10)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Fierro, Michael, Carl | Chief Financial Officer | Sep 2010 (16y) | Less than 5% | |
| Davidson, Steven, William | Chief Operating Officer | Jan 2011 (16y) | Less than 5% | |
| Bermingham, Amy, Gail | Limited Partner | Apr 2013 (13y) | 5% – 10% | |
| Ehrenkranz, Joel, Stanley | Limited Partner | Apr 2013 (13y) | 10% – 25% | |
| Ehrenkranz, John, Bick | Limited Partner | Apr 2013 (13y) | 5% – 10% | |
| Ehrenkranz, Sanford, Barry | Limited Partner | Apr 2013 (13y) | 10% – 25% | |
| Shaw, Patrick, James Chapman | Limited Partner | Apr 2013 (13y) | 10% – 25% | |
| Sommers, Andrew | Limited Partner | Apr 2013 (13y) | 25% – 50% | |
| Mensch, Hannah, Weiss | Limited Partner | Jan 2015 (12y) | 5% – 10% | |
| Rosenthal, Barry, Bernard | Chief Compliance Officer | Aug 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ehrenkranz Partners Gp Llc | General Partner | May 2013 | A | Less than 5% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (14, $1.4B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Ep Acquisition Fund L.P. Class D2 | Private Equity Fund | $200M | $500K | 60 |
| Ep Acquisition Fund L.P. Class D | Other Private Fund | $182M | $500K | 45 |
| Ep Private Credit Strategies Two L.P. | Private Equity Fund | $161M | $500K | 45 |
| Ep Acquisition Fund L.P. Class G | Private Equity Fund | $159M | $500K | 40 |
| Ep Acquisition Fund L.P. Class B | Private Equity Fund | $140M | $500K | 34 |
| Ep Private Credit Strategies L.P. | Other Private Fund | $102M | $500K | 43 |
| Ep Acquisition Fund L.P. Class A | Private Equity Fund | $86.0M | $500K | 36 |
| Psf Partners Two L.P. | Private Equity Fund | $80.9M | $500K | 32 |
| Ep Real Estate Investment Fund 2024 L.P. | Private Equity Fund | $73.1M | $500K | 0 |
| Ep Acquisition Fund L.P. Class E | Real Estate Fund | $60.3M | $500K | 20 |
| Tishman Speyer Employee Investment Fund | Hedge Fund | $46.4M | $1 | 18 |
| Ep Acquisition Fund L.P. Class F | Private Equity Fund | $43.7M | $500K | 48 |
| Ep Acquisition Fund L.P. Class F2 | Private Equity Fund | $35.9M | $500K | 24 |
| Ep Aaf L.P. | Private Equity Fund | $17.5M | $500K | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/08/2026 | 11.7 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Pershing $5.2B (24% of AUM) Jun 2026
- Fidelity Brokerage Services $224M (1% of AUM) Jun 2026
- Bank Of Montreal $125M (1% of AUM) Jun 2026
- Charles Schwab & Co. $14.2M (0% of AUM) Jun 2026
- City National Bank $3.3M (0% of AUM) Jun 2026
- J.P. Morgan $102K (0% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 08, 2026.
View current Form ADV (SEC/IAPD) ↗