ELLSWORTH ADVISORS, LLC of HUDSON, OH is an SEC-registered investment adviser (CRD 297464). Regulatory assets under management: $1.4B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Matthew John Kaulig | MEMBER | — |
| Kelly Michael Kuennen | PRESIDENT | — |
| Michelle Marie Schwab | CHIEF COMPLIANCE OFFICER | — |
| Cameron Shields Miele | MANAGING DIRECTOR | — |
| Timothy Banks Clepper | MANAGING PARTNER | — |
| Paul A Martin | CHIEF FINANCIAL OFFICER | — |
| MARTIN JOSEPH A | CHIEF FINANCIAL OFFICER | — |
| CAVANAUGH MICHAEL RYAN | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | — |
| Kaulig Matthew John | MEMBER | — |
| KUENNEN KELLY MICHAEL | MANAGING DIRECTOR; MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| SCHWAB MICHELLE MARIE | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR; MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | — |
| Miele Cameron Shields | MANAGING DIRECTOR | — |
| Clepper Timothy Banks | MANAGING PARTNER | — |
| Michael Maxwell Schindler | MANAGING DIRECTOR | — |
| Patrick Aaron Justice | MANAGING DIRECTOR | — |
| Brett David Baskin | DIRECTOR | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| SAINTS & ANGELS SCALLOPING COMPANY, | Private Equity Fund | Massachusetts | 31 | $5.0M | $25K |
| GDP INVESTMENT PARTNERS, LLC | Private Equity Fund | Delaware | 43 | $4.9M | $25K |
| TORSION GROUP PARTNERS, LLC | Private Equity Fund | Delaware | 44 | $4.9M | $25K |
| BUCKEYE SCALLOPING COMPANY, LLC | Private Equity Fund | Massachusetts | 29 | $4.5M | $18K |
| CHATHAM SCALLOPING COMPANY | Private Equity Fund | Delaware | 19 | $3.4M | $25K |
| LIGIA PEREIRA SCALLOPING COMPANY, LLC | Private Equity Fund | Massachusetts | 29 | $2.5M | $9K |
| FCP INVESTMENT PARTNERS II, LLC | Private Equity Fund | Delaware | 49 | $2.3M | $10K |
| FCP INVESTMENT PARTNERS, LLC | Private Equity Fund | Delaware | 37 | $2.2M | $10K |
| SILCA INVESTMENT PARTNERS, LLC | Private Equity Fund | Delaware | 13 | $1.0M | $25K |
| City | State | Employees | Phone |
|---|---|---|---|
| HUDSON | OH | 1 | 2349012831 |
| — | — | 1 | 2704013628 |
| HUDSON | OH | 1 | 2349012831 |
| — | — | 1 | 2704013628 |