Ellis Investment Partners, LLC
Overview
Ellis Investment Partners, LLC is a registered investment adviser offering investment management and financial planning services. The firm focuses on assisting clients in achieving their financial objectives through personalized strategies. Their investment approach encompasses various asset classes, including fixed income, real estate, and private equity, targeting growth, late-stage, and buyout opportunities. They primarily operate within the United States, serving a diverse clientele. The firm's philosophy emphasizes integrity, family, and quality of life, aiming to provide clients with comprehensive financial solutions tailored to their unique needs.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Frequently asked questions about Ellis Investment Partners, LLC
What sectors does Ellis Investment Partners, LLC invest in?
Ellis Investment Partners, LLC invests in Financial Services, Real Estate and Private Equity, and is based in Pennsylvania, United States. Ellis Investment Partners, LLC is listed as a private investment firm in the ConnectSafely investor database.
What stage does Ellis Investment Partners, LLC invest at?
Ellis Investment Partners, LLC backs companies at Growth, Late Stage and Buyout, writing cheques of 1M - 50M.
Which regions does Ellis Investment Partners, LLC invest in?
Ellis Investment Partners, LLC invests across United States.
What companies has Ellis Investment Partners, LLC invested in?
Ellis Investment Partners, LLC's portfolio includes ABC Real Estate Holdings, XYZ Private Equity Partners and DEF Fixed Income Fund.
Last updated · Source: ConnectSafely investor database
