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EHRENKRANZ PARTNERS L.P.

CRD 131728File 801-63200
APPROVED
Retail clients
Custody
Filing as of Jun 8, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$21.54B
Top 10% of cohort (national)
Discretionary AUM
$5.89B
Non-discretionary $15.64B
Clients
204
204 accounts
Employees
46
Top 10% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
NYRO
Registration date
May 28, 2004
Principal office
375 PARK AVENUE, NEW YORK, NY, 10152
Phone
212-891-8600

Assets & accounts

ADV Item 5F
Total regulatory AUM
$21.54B
Discretionary AUM
$5.89B
Non-discretionary AUM
$15.64B
Discretionary accounts
54
Non-discretionary accounts
150
Total accounts
204
AUM per client
$105.6M

Clients by type

ADV Item 5D
Client typeClientsAUM
Insurance companies1$82.0M
Investment companies1$152.1M
Charitable organizations5$358.7M
High net worth individuals146$15.24B
Pooled investment vehicles51$5.70B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Selection of other advisers
  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Jul 1, 2026Employees4546increased by1
Apr 1, 2026Employees5045decreased by5
Apr 1, 2026Clients157204increased by47
Apr 1, 2026AUM$19,390,397,988$21,536,957,872increased by$2,146,559,884
Apr 1, 2026Accounts157204increased by47
May 1, 2025
vs Oct 1, 2022
Employees4250increased by8
May 1, 2025
vs Oct 1, 2022
Clients162157decreased by5
May 1, 2025
vs Oct 1, 2022
AUM$17,452,706,763$19,390,397,988increased by$1,937,691,225
May 1, 2025
vs Oct 1, 2022
Accounts161157decreased by4
Apr 1, 2022Employees3842increased by4
Apr 1, 2022Clients151162increased by11
Apr 1, 2022AUM$15,087,055,844$17,452,706,763increased by$2,365,650,919
Apr 1, 2022Accounts151161increased by10
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “EHRENKRANZ PARTNERS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EHRENKRANZ PARTNERS” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.