Ellsworth Advisors, LLC
ellsworthadvisors.com Direct investor
Ellsworth Advisors is a registered investment advisor offering wealth management, retirement plan consulting, and financial planning services. It also provides clients access to private equity and private real estate investments on a deal-by-deal basis.
Ellsworth Advisors, LLC is an investor headquartered in Hudson, United States. It invests directly in companies, in private equity and private real estate.
“As a complement to our public equity, fixed income, and commodities portfolios, Ellsworth Advisors offers our clients the opportunity to review and potentially invest in private equity and private real estate transactions.”
— Ellsworth Advisors, LLC, own website
- Layer
- Direct investor
- Type
- Other
- Stage
- Unknown
- Headquarters
- Hudson, United States
- Sectors
- private equity, private real estate
Team, as Ellsworth Advisors, LLC publishes it
- Timothy B. Clepper Managing Partner
- Kelly M. Kuennen, CFP® President
- Cameron S. Miele, CPFA™ Managing Director
- Michael "Max" Schindler, CPFA™, CRPC® Managing Director
- Patrick A. Justice, CFP® Managing Director
- Derek N. Spencer, CWS® Senior Director, Strategic Growth
- Michelle M. Schwab, FLMI, AIRC, ACS Chief Compliance Officer
- Brett D. Baskin, CFP® Director
- Christopher G. Ameen Sr., CPFA™, CRPC® Senior Vice President
- Dave Jakubowski Senior Vice President
- John L. Dugan II Senior Vice President
- Christopher M. Prado Senior Vice President
Names and roles exactly as listed on ellsworthadvisors.com. Nothing else about these people is recorded.
Where this comes from
Every fact above was read from a page Ellsworth Advisors, LLC publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://www.ellsworthadvisors.com/name, type, hq_country, hq_city, description, status
- https://www.ellsworthadvisors.com/service/alternative-investing/is_investor, layer, sectors, thesis_quote, thesis_quote_page
- https://www.ellsworthadvisors.com/about/leadership/people
Is this record wrong or stale? Report a mistake — it reaches us directly, no email address to look up.
Record 5015 · added 2026-09-03 · link last verified 2026-09-06 · confidence high
Similar investors
- Asterozoa Management LLCOther · Phoenix, United States
- Bain Capital Special SituationsOther · Boston, United States
- Blue Diamond Capital Investment AdvisorsOther · Provo, United States
- Blue Investment GroupOther · Miami, United States
- Bow River Advisers, LLCOther · Denver, United States
- CAZ InvestmentsOther · Houston, United States