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| Ehlers Investment Partners LLC
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|
|---|---|
| CRD # | 146385 |
| SEC # | 801-69849 |
| CIK # | |
| AUM | $3.2 B (2025-09-29) |
| Employees | 13 (38% Investors, 0% Brokers) |
| Phone | 800-552-1171 |
| Address | 3001 Broadway Street NE Minneapolis, MN 55413 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 281 | 3.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 671 | 3.2 |
| By Discretionary | ||
| Discretionary | 660 | 3.0 |
| Non-Discretionary | 11 | 0.1 |
| Total | 671 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 671 | 3.2 |
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|---|---|---|
|
Newport Group Consulting LLC
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|
FL | 5.1 |
|
IM Global Partner Fund Management LLC
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|
CA | 4.0 |
|
Forest Capital Management LLC
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IL | 3.8 |
|
Ryan Alm Advisers LLC
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|
2.8 | |
|
Milliman Advisors LLC
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|
WA | 2.3 |
|
Alliance Partners LLC
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MD | 1.9 |
|
True Freedom Investing LLC
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|
ID | 1.6 |
|
CIM Investment Management Inc
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|
PA | 1.3 |
|
Hauser Retirement Solutions 2 LLC
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|
OH | 1.2 |
|
Daybright Advisory Services Inc
✚
|
FL | 1.0 |