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- Custodian
- BMO Harris · BNY Mellon · Charles Schwab & Company · City National Bank · Fidelity/NFS · JP Morgan · Northern Trust · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-28-2004
- Office Locations
- 1
Office Locations
About Ehrenkranz Partners L.p.
Ehrenkranz Partners is a New York-based, fully integrated multi-family office providing investment management alongside family office services, estate planning counsel, and tax strategy. The firm supports complex wealth decisions with a team of advisors, investors, attorneys, and analysts, and emphasizes technology-driven, comprehensive wealth accounting under a transparent fee structure. Portfolios commonly use ETFs and private funds.
Reported data analysis
What the numbers show
Between July 3, 2025 and June 8, 2026, reported AUM increased 11.1%, from $19.4B to $21.5B.
Across 5 reported observations, AUM increased 23.4% between March 10, 2022 and June 8, 2026, from $17.5B to $21.5B.
Of the latest reported AUM, 27.4% is discretionary and 72.6% is non-discretionary.
The firm reports 18 advisory representatives and 204 clients, or 11.3 clients per representative. That equates to $105.6M in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on June 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Ehrenkranz Partners L.p. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ANDREW SOMMERS
Limited Partner, Partner
- CRD
- --
- Ownership
- 25% but less than 50%
JOEL STANLEY EHRENKRANZ
Limited Partner
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 10 owners & executives
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,892,865,784 | $109,127,144 |
| Non-Discretionary | $15,644,092,088 | $104,293,947 |
| Total | $21,536,957,872 | $105,573,323 |
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Separately Managed Accounts
SMA allocation detail is available
Ehrenkranz Partners L.p. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
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Ehrenkranz Partners L.p.'s 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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