ELLIS INVESTMENT PARTNERS, LLC
SEC file number 801-73011
· BERWYN, PA
https://epmsonline.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$800.8M
Discretionary AUM
$752.3M
Employees
23
Clients
1
Firm
- Address
- 920 CASSATT ROAD
BERWYN, PA 19312 - Phone
- —
- Website
- https://epmsonline.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- B Investment Partners, LP Medium name-match confidence · CIK 2091883 · TN
- H Investment Fund LLC Medium name-match confidence · CIK 2055197 · NJ
- AY Capital Investment LP Medium name-match confidence · CIK 2119396 · NY
- BA Capital Investment Fund, LP Medium name-match confidence · CIK 1976658 · DE
- DC Investment Partners, LLC Medium name-match confidence · CIK 1783729 · VA
- DG Investment LLC Medium name-match confidence · CIK 2104240 · FL
- G2 Investment Partners LP Medium name-match confidence · CIK 1472168 · NY
- GK Investment Holdings, LLC Medium name-match confidence · CIK 1656108
- Invert Investment Group, LP Medium name-match confidence · CIK 2047773 · WA
- JE Investment Partners LLC Medium name-match confidence · CIK 2077777 · CA
- MD INVESTMENT LLC Medium name-match confidence · CIK 1423625 · CA
- RL Investment Group LLC Medium name-match confidence · CIK 1813406 · FL
-
MD INVESTMENT LLC · D · Nov 5, 2026$168.6M
-
G2 Investment Partners LP · D/A · Jul 24, 2026
-
RL Investment Group LLC · D · Jul 13, 2026$7M
-
BA Capital Investment Fund, LP · D/A · May 29, 2026
-
RL Investment Group LLC · D · Apr 22, 2026$925K
-
RL Investment Group LLC · D · Apr 14, 2026$7.4M
-
AY Capital Investment LP · D · Mar 17, 2026
-
RL Investment Group LLC · D · Mar 10, 2026$1.7M
-
DC Investment Partners, LLC · D/A · Feb 25, 2026
-
Invert Investment Group, LP · D/A · Feb 24, 2026
-
DG Investment LLC · D · Feb 19, 2026
-
RL Investment Group LLC · D/A · Jan 6, 2026$2.3M
-
RL Investment Group LLC · D/A · Jan 6, 2026$5.5M
-
RL Investment Group LLC · D/A · Jan 6, 2026$4.2M
-
RL Investment Group LLC · D/A · Jan 6, 2026$4.5M
-
RL Investment Group LLC · D · Jan 6, 2026$4.5M
-
RL Investment Group LLC · D · Dec 29, 2025$14.5M
-
RL Investment Group LLC · D · Dec 29, 2025$6M
-
RL Investment Group LLC · D · Dec 29, 2025$21M
-
RL Investment Group LLC · D · Nov 14, 2025$12.5M
-
B Investment Partners, LP · D · Oct 28, 2025
-
RL Investment Group LLC · D · Aug 12, 2025$5.1M
-
RL Investment Group LLC · D · Aug 12, 2025$3.2M
-
G2 Investment Partners LP · D/A · Jul 25, 2025
-
JE Investment Partners LLC · D · Jul 22, 2025$1.8M