The EHLERS INVESTMENT PARTNERS, LLC is a privately held investment adviser that advises $3.22Bn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. EHLERS INVESTMENT PARTNERS, LLC is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 113.22% over the last 5-years.
The Group has been registered with the SEC for 17.56 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 3001 BROADWAY STREET NE SUITE 320, MINNEAPOLIS, MINNESOTA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 13 employees comprised of 5 investment and 8 non-investment staff. The total number of Employees increased by 30% over the last 5-years.
Their $3.22Bn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 283 other accounts. Assets of Government Entities and Pension Plans clients own $3.16Bn or 98.01% of Total Assets and Investment Companies (IC) own $49.37mn or 1.53% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are Government Entities and Pension Plans and Investment Companies (IC).
The Group uses 1 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
EHLERS INVESTMENT PARTNERS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.