{"url":"https://nivawealth.com/firms/ehrenkranz-partners-131728","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/131728","regulatoryAum":21536957872,"crd":"131728","secFileNumber":"801-63200","legalName":"Ehrenkranz Partners L.P.","displayName":"Ehrenkranz Partners","website":null,"linkedinUrl":"https://www.linkedin.com/company/ehrenkranz-partners-lp","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"375 Park Avenue","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10152"},"tradeNames":[],"registration":{"secApproved":"28 May 2004","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":46,"advisory":18,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":5892865784,"discretionaryAccounts":54,"nonDiscretionary":15644092088,"nonDiscretionaryAccounts":150,"wrapProgram":null,"nonUsClientsPct":2,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":146,"regulatoryAum":15240540976},{"label":"Investment companies","clients":1,"regulatoryAum":152145797},{"label":"Pooled investment vehicles","clients":51,"regulatoryAum":5703550014},{"label":"Charitable organizations","clients":5,"regulatoryAum":358748151},{"label":"Insurance companies","clients":1,"regulatoryAum":81972934}],"fees":[],"feeNotes":[],"custodians":[{"name":"Pershing Advisor Solutions LLC","shortName":"Pershing","location":"Jersey City, NJ","smaAssets":5180694631},{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":223555806},{"name":"J.P. Morgan Se - Luxembourg Branch","shortName":"J.P. Morgan","location":"Senningerberg","smaAssets":101795},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":14210105},{"name":"City National Bank","shortName":"City National Bank","location":"New York, NY","smaAssets":3283017},{"name":"Bank of Montreal","shortName":"Bank of Montreal","location":"Toronto","smaAssets":125232510}],"custodyNote":"Ehrenkranz Partners has custody of $207.9M for 4 clients.","otherCustodians":[],"leadership":[{"name":"Michael Fierro","title":"Chief Financial Officer","crd":"5903219"},{"name":"Michael Sancilio","title":"Chief Operating Officer","crd":"5213394"},{"name":"Barry Rosenthal","title":"Chief Compliance Officer","crd":"7975197"},{"name":"Sanford Ehrenkranz","title":"Limited Partner","crd":"4378463"},{"name":"Amy Bermingham","title":"Limited Partner","crd":"4378487"},{"name":"Andrew Sommers","title":"Limited Partner","crd":"4378492"},{"name":"Joel Ehrenkranz","title":"Limited Partner","crd":"4377086"},{"name":"John Ehrenkranz","title":"Limited Partner","crd":"1729136"},{"name":"Patrick Shaw","title":"Limited Partner","crd":"5272763"},{"name":"Hannah Mensch","title":"Limited Partner","crd":"6445678"}],"ownership":[{"label":"Sanford Ehrenkranz","detail":"Limited partner in the 10% to 25% ownership band and a control person, since May 2013. Also member of Ehrenkranz Partners GP LLC and a control person, since April 2013."},{"label":"Amy Bermingham","detail":"Limited partner in the 5% to 10% ownership band and a control person, since May 2013. Also member of Ehrenkranz Partners GP LLC and a control person, since April 2013."},{"label":"Andrew Sommers","detail":"Limited partner in the 25% to 50% ownership band and a control person, since May 2013. Also member of Ehrenkranz Partners GP LLC and a control person, since April 2013."},{"label":"Joel Ehrenkranz","detail":"Limited partner in the 10% to 25% ownership band and a control person, since May 2013. Also member of Ehrenkranz Partners GP LLC and a control person, since April 2013."},{"label":"John Ehrenkranz","detail":"Limited partner in the 5% to 10% ownership band and a control person, since May 2013."},{"label":"Patrick Shaw","detail":"Limited partner in the 10% to 25% ownership band and a control person, since May 2013. Also member of Ehrenkranz Partners GP LLC and a control person, since April 2013."},{"label":"Hannah Mensch","detail":"Limited partner in the 5% to 10% ownership band and a control person, since January 2015. Also member of Ehrenkranz Partners GP LLC and a control person, since January 2015."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"officesByState":[{"state":"Colorado","offices":1,"addresses":[{"street":"201 Columbine ST","city":"Denver"}]},{"state":"New York","offices":1,"addresses":[{"street":"375 Park Avenue","city":"New York","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-891-8600","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["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"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":35},{"label":"U.S. government/agency bonds","percent":7},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":40},{"label":"Cash and cash equivalents","percent":5},{"label":"Other","percent":13,"detail":"Real Estate Investments, Art, Illiquid Assets."}],"privateFunds":51},"sources":{"adv1FilingDate":"8 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/131728/PDF/131728.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Ehrenkranz Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Ehrenkranz Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Ehrenkranz Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Ehrenkranz Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Ehrenkranz Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Ehrenkranz Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Ehrenkranz Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/ehrenkranz-partners-131728/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1641043/000117266126003609/0001172661-26-003609-index.html","totalValue":173221770,"positionCount":49,"top10Share":0.8567242096648706,"top10":[{"issuer":"ISHARES INC","titleOfClass":"MSCI STH KOR ETF","cusip":"464286772","value":44817560,"shares":221979,"shareType":"SH","priorValue":27305636,"priorShares":221979},{"issuer":"ISHARES INC","titleOfClass":"MSCI JAPAN ETF","cusip":"46434G822","value":40911299,"shares":438633,"shareType":"SH","priorValue":25270105,"priorShares":299267},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}