Clients
Ehrenkranz Partners serves 204 clients, 146 of them high-net-worth individuals. The average client has about $106 million with the firm, and high-net-worth clients hold 71% of its $21.5 billion in assets.
- High-net-worth individuals146 clients71%
- Pooled investment vehicles51 clients26%
- OtherInvestment companies, Charitable organizations, Insurance companies3%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 146 | $15,240,540,976 | 70.8% | $104.4M |
| Investment companies | 1 | $152,145,797 | 0.7% | $152.1M |
| Pooled investment vehicles | 51 | $5,703,550,014 | 26.5% | $111.8M |
| Charitable organizations | 5 | $358,748,151 | 1.7% | $71.7M |
| Insurance companies | 1 | $81,972,934 | 0.4% | $82.0M |
| Total | 204 | $21,536,957,872 | 100% | $105.6M |
- Clients
- 146
- Regulatory AUM
- $15,240,540,976
- Share
- 70.8%
- Avg. per client
- $104.4M
- Clients
- 1
- Regulatory AUM
- $152,145,797
- Share
- 0.7%
- Avg. per client
- $152.1M
- Clients
- 51
- Regulatory AUM
- $5,703,550,014
- Share
- 26.5%
- Avg. per client
- $111.8M
- Clients
- 5
- Regulatory AUM
- $358,748,151
- Share
- 1.7%
- Avg. per client
- $71.7M
- Clients
- 1
- Regulatory AUM
- $81,972,934
- Share
- 0.4%
- Avg. per client
- $82.0M
Total
- Clients
- 204
- Regulatory AUM
- $21,536,957,872
- Share
- 100%
- Avg. per client
- $105.6M
What it does
Ehrenkranz Partners provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers and other activities. It is paid through a percentage of assets, fixed fees and performance-based fees.
Ehrenkranz Partners advises 51 private funds.
27.4% of assets ($5.89B across 54 accounts) are managed with discretion; $15.64B across 150 accounts are not. 2% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks35%
- Funds40%
- Bonds7%
- Cash5%
- Other13%
- Real estate investments, art, illiquid assets.13%
Custodians
Ehrenkranz Partners’ client accounts are held mainly at Pershing, with 24% of managed assets, and Fidelity, with 1%. Ehrenkranz Partners has custody of $207.9M for 4 clients.
- PershingPershing Advisor Solutions LLC · Jersey City, NJ · $5.18B24%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $223.6M1%
- Bank of MontrealBank of Montreal · Toronto · $125.2M1%
- OtherJ.P. Morgan, Charles Schwab, City National Bank, All other custodians74%
Ownership and leadership
Andrew Sommers owns 25% to 50% of Ehrenkranz Partners.
- Owns 25% to 50% of Ehrenkranz Partners L.P.
Andrew Sommers
Control person · since May 2013
- Owns 10% to 25% of Ehrenkranz Partners L.P.
Sanford Ehrenkranz
Control person · since May 2013
- Owns 10% to 25% of Ehrenkranz Partners L.P.
Joel Ehrenkranz
Control person · since May 2013
- Owns 10% to 25% of Ehrenkranz Partners L.P.
Patrick Shaw
Control person · since May 2013
- Owns 5% to 10% of Ehrenkranz Partners L.P.
Amy Bermingham
Control person · since May 2013
- Owns 5% to 10% of Ehrenkranz Partners L.P.
John Ehrenkranz
Control person · since May 2013
- Owns 5% to 10% of Ehrenkranz Partners L.P.
Hannah Mensch
Control person · since January 2015
Leadership
- Michael FierroChief Financial Officer
- Michael SancilioChief Operating Officer
- Barry RosenthalChief Compliance Officer
- Sanford EhrenkranzLimited Partner
- Amy BerminghamLimited Partner
- Andrew SommersLimited Partner
- Joel EhrenkranzLimited Partner
- John EhrenkranzLimited Partner
- Patrick ShawLimited Partner
- Hannah MenschLimited Partner
Staff
- 46 employees
- 18 in advisory functions
Reported holdings
Ehrenkranz Partners’ reported 13F holdings total $173.2M across 49 positions, and the ten largest make up 85.7% of it.
- $173.2M
- Reported 13F value
- 49
- Positions
- 85.7%
- In the 10 largest
- +37.0%
- Value vs. prior quarter
- iShares Inc. · MSCI Sth Kor ETF25.9%
- iShares Inc. · MSCI Japan ETF23.6%
- State Str SPDR S&P 500 ETF T · TR Unit8.9%
- iShares TR · MSCI Eafe ETF6.6%
- Invesco Exchange Traded FD T · S&P500 Eql Wgt4.4%
- Vanguard Index Fds · S&P 500 ETF Shs4.1%
- Vanguard Index Fds · Mid Cap ETF3.5%
- iShares TR · MSCI Acwi EX US3.5%
- Vanguard Index Fds · Value ETF3.1%
- iShares TR · Rus 1000 Grw ETF2.1%
Together, the ten largest are 85.7% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $173.2M is not its $21.54B in regulatory assets and does not represent any individual client's portfolio.
Fees
Ehrenkranz Partners is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees.
Ehrenkranz Partners’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Ehrenkranz Partners has 1 office, with 2 listed addresses across 2 states.
Colorado · 1 listed address
- 201 Columbine ST, Denver
New York · 1 listed address
- 375 Park Avenue, New YorkHQ
Registration details
- Legal name
- Ehrenkranz Partners L.P.
- Headquarters
- 375 Park Avenue, New York, NY 10152
- Phone
- 212-891-8600
- Website
- Not reported
- SEC file
- 801-63200
- Structure
- Delaware limited partnership
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Ehrenkranz Partners have?
Ehrenkranz Partners has 204 clients and manages $21.5 billion for them, as of June 2026. They include 146 high-net-worth individuals, 51 pooled investment vehicles and 5 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 June 2026
What services does Ehrenkranz Partners offer?
Ehrenkranz Partners provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers and other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Ehrenkranz Partners use?
Ehrenkranz Partners’ separately managed account assets are held at Pershing Advisor Solutions LLC (Jersey City, NJ), with $5,180,694,631, Fidelity Brokerage Services LLC (Smithfield, RI), with $223,555,806, Bank of Montreal (Toronto), with $125,232,510, Charles Schwab & Co., Inc. (Westlake, TX), with $14,210,105, City National Bank (New York, NY), with $3,283,017 and J.P. Morgan Se - Luxembourg Branch (Senningerberg), with $101,795. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 June 2026
How many financial advisors does Ehrenkranz Partners have?
Ehrenkranz Partners has 0 investment adviser representatives registered with state securities authorities, out of 46 employees, and 18 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Ehrenkranz Partners invest in?
At the end of its last fiscal year, Ehrenkranz Partners’ separately managed accounts held 40% pooled vehicles (private funds and similar), 35% exchange-traded equities, 13% real estate investments, art, illiquid assets., 7% U.S. government and agency bonds and 5% cash and equivalents. It advises 51 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Ehrenkranz Partners?
Ehrenkranz Partners’ direct owners are Sanford Ehrenkranz, Amy Bermingham, Andrew Sommers, Joel Ehrenkranz, John Ehrenkranz, Patrick Shaw and Hannah Mensch, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 8 June 2026
How does Ehrenkranz Partners get paid?
Ehrenkranz Partners is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file