# ELLIS INVESTMENT PARTNERS, LLC

ELLIS INVESTMENT PARTNERS, LLC of BERWYN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 157669
- Type: SEC-registered investment adviser
- SEC file number: 801-73011
- Location: 920 CASSATT ROAD, BERWYN, PA, 19312
- Phone: 484-320-6300
- Latest filing: 2026-03-12
- Regulatory AUM: $986.8M
- Discretionary AUM: $927.1M
- Non-discretionary AUM: $59.7M
- Clients: 23
- Accounts: 792

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| David Yu-Wen Sun | PRESIDENT & CIO | — |
| Nicholas Woo-Hsiung Sun | CHIEF COMPLIANCE OFFICER/PORTFOLIO STRATEGIST | — |
| Anthony Michael Civitello | DIRECTOR OF PORTFOLIO MANAGEMENT OPERATIONS | — |
| SUN DAVID YU-WEN | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER; PRESIDENT & CIO | — |
| STEWART NANCY ELLEN | CHIEF COMPLIANCE OFFICER | — |
| MULDOON ROSS BRIAN | DIRECTOR OF PORTFOLIO MANAGEMENT OPERATIONS | — |
| TRITSCHLER LESLIE REFICE | DIRECTOR OF OPERATIONS AND CLIENT SERVICES | — |
| Carreno Kelly Lyn | ASSISTANT OFFICE MANAGER | — |
| SIANO MICHELLE | CHIEF COMPLIANCE OFFICER | — |
| Sun Nicholas Woo-Hsiung | CHIEF COMPLIANCE OFFICER/PORTFOLIO STRATEGIST | — |
| civitello anthony michael | DIRECTOR OF PORTFOLIO MANAGEMENT OPERATIONS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/157669/brochure
- Similar advisers: https://search.stillhousedata.com/firm/157669/similar
- Related entities: https://search.stillhousedata.com/firm/157669/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/157669

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.