CRD: 312311
Ellisville Harbour Partners
$25.0M Total AUM
$9.0M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
4 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-14-2021
- Office Locations
- 1
Office Locations
-- Cambridge MA
About Ellisville Harbour Partners
Ellisville Harbour Partners is a Cambridge-based RIA. The firm has been operating for 4 years. Managing $25.0M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
36 AVG AGE
$25.0M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
4.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
CRM
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Custodian
Available
Investment Vehicles
Available
Technology
Available
Owner & Executives
G
GEORGE MASSEY
Chief Compliance Officer, Managing Member
- CRD
- #5820572
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,000,000 | -- |
| Non-Discretionary | $16,000,000 | -- |
| Total | $25,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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