Ellis Investment Partners, LLC. Employee Directory

Q: What is Ellis Investment Partners, LLC. known for?

Ellis Investment Partners, LLC. was founded in 2012. Ellis Investment Partners, LLC. operates in the Financial Services industry.

Financial ServicesPennsylvania, United States11-50 Employees

Ellis Investment Partners LLC (EIP LLC) is a Registered Investment Adviser which provides investment management and financial planning services. Named after Ellis Island, the firm is comprised of professionals with significant years of experience within the financial services industry where many of the team members have been together for 10 to 20+ years. EIP LLC registered with the U.S. Securities and Exchange Commission in 2012 as a result of overwhelming support from colleagues and clients to move forward as an independent entity, staying true to the firm’s business philosophy.

Find Ellis Investment Partners, LLC. employees' phone numbers or email addresses

Ellis Investment Partners, LLC. Global Highlights

North America
33

United States Of America
33

Ellis Investment Partners, LLC.'s Leadership

N. S.
Chief Compliance Officer
Mobile Phone
Email
N. S.
Chief Compliance Officer
Mobile Phone
Email
D. Y. S.
President & Cio
Mobile Phone
Email
A. C.
Director Of Portfolio Management Operations
Mobile Phone
Email
L. T.
Director Of Operations
Mobile Phone
Email
J. G.
Senior Portfolio Manager
Mobile Phone
Email
K. B.
Client Services Manager
Mobile Phone
Email
A. S.
Office Manager
Mobile Phone
Email

Ellis Investment Partners, LLC. Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Legal
Branding
Accounting
Other

Contact profiles from Ellis Investment Partners, LLC.

Name

Title

Contact Info

Location

Last Update

N. S.
Chief Compliance Officer
Mobile Phone
Email
United StatesPennsylvania
Oct 20, 2025
D. Y. S.
President & Cio
Mobile Phone
Email
United StatesPennsylvania
Jan 29, 2026
N. S.
Chief Compliance Officer
Mobile Phone
Email
United StatesPennsylvania
Apr 25, 2025
A. C.
Director Of Portfolio Management Operations
Mobile Phone
Email
United StatesPennsylvania
Nov 16, 2025
L. T.
Director Of Operations
Mobile Phone
Email
United StatesPennsylvania
Oct 21, 2024
J. G.
Senior Portfolio Manager
Mobile Phone
Email
United StatesPennsylvania
Oct 17, 2025
K. B.
Client Services Manager
Mobile Phone
Email
United StatesPennsylvania
Oct 22, 2025
A. S.
Office Manager
Mobile Phone
Email
United StatesPennsylvania
Nov 18, 2025
K. E.
Assistant Office Manager
Mobile Phone
Email
United StatesPennsylvania
Aug 01, 2025
S. C.
Wealth Manager
Mobile Phone
Email
United StatesPennsylvania
Oct 23, 2024

Frequently Asked Questions

What is Ellis Investment Partners, LLC. known for?

Ellis Investment Partners, LLC. was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 920 Cassatt Road 200 Berwyn Park Suite 115 Berwyn, Pennsylvania 19312 United States; you can contact the main corporate office by phone at

+1-610-640-****

. Explore Ellis Investment Partners, LLC.'s company overview page for more information.

What is Ellis Investment Partners, LLC.'s most common email format?

Ellis Investment Partners, LLC. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Ellis Investment Partners, LLC. email formats with LeadIQ.

How many employees does Ellis Investment Partners, LLC. have currently?

Ellis Investment Partners, LLC. has approximately 20 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Ellis Investment Partners, LLC.'s key employees and leadership?

As of February 2026, Ellis Investment Partners, LLC.'s key employees include:

Chief Compliance Officer: N. S.
Chief Compliance Officer: N. S.
President & Cio: D. Y. S.
Director Of Portfolio Management Operations: A. C.
Director Of Operations: L. T.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking