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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
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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%
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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