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EHLERS
Legal name: EHLERS INVESTMENT PARTNERS, LLC
CRD 146385File 801-69849
APPROVED
Filing as of Sep 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.59B
Top 25% of cohort (national)
Discretionary AUM
$688.4M
Non-discretionary $2.90B
Clients
300
722 accounts
Employees
13
Top 25% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 12, 2009
- Principal office
- 3001 BROADWAY STREET NE, SUITE 320, MINNEAPOLIS, MN, 55413
- Phone
- 800-552-1171
- Website
- https://www.ehlers-inc.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.59B
- Discretionary AUM
- $688.4M
- Non-discretionary AUM
- $2.90B
- Discretionary accounts
- 49
- Non-discretionary accounts
- 673
- Total accounts
- 722
- AUM per client
- $12.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $15.7M |
| State or municipal government entities | 300 | $3.57B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 27, 2026 | Clients | 281 | 300 | increased by19 |
| Aug 27, 2026 | AUM | $3,173,440,473 | $3,589,670,157 | increased by$416,229,684 |
| Aug 27, 2026 | Accounts | 671 | 722 | increased by51 |
| Aug 23, 2026 | Clients | 283 | 281 | decreased by2 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 10 | 13 | increased by3 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 294 | 283 | decreased by11 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $2,735,110,703 | $3,173,440,473 | increased by$438,329,770 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 559 | 671 | increased by112 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 10 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 205 | 294 | increased by89 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,991,654,352 | $2,735,110,703 | increased by$743,456,351 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 207 | 559 | increased by352 |
| Oct 1, 2022 | Employees | 11 | 7 | decreased by4 |
| Oct 1, 2022 | Clients | 158 | 205 | increased by47 |
| Oct 1, 2022 | AUM | $1,814,022,656 | $1,991,654,352 | increased by$177,631,696 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EHLERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EHLERS” 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.