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EHLERS
Legal name: EHLERS INVESTMENT PARTNERS, LLC
CRD 146385File 801-69849
APPROVED
Filing as of Sep 29, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$3.17B
Top 25% of cohort (national)
Discretionary AUM
$3.05B
Non-discretionary $125.8M
Clients
283
671 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
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.17B
- Discretionary AUM
- $3.05B
- Non-discretionary AUM
- $125.8M
- Discretionary accounts
- 660
- Non-discretionary accounts
- 11
- Total accounts
- 671
- AUM per client
- $11.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $13.0M |
| Charitable organizations | Fewer than 5 | $1.6M |
| State or municipal government entities | 281 | $3.16B |
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.