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The Ellis Company
Ellis Company is an SEC-registered investment adviser in Berwyn, PA, registered since 2012. The firm manages $987 million in assets, with $927 million on a...
Overview
Ellis Company is an SEC-registered investment adviser in Berwyn, PA, registered since 2012. The firm manages $987 million in assets, with $927 million on a discretionary basis. It employs 23 staff members, including 18 investment advisers.
General information
Firm type
Private Equity
Year founded
1995
Location
Region
North America
Country
United States
City
Berwyn
Corporate office
Fort Wayne, IN, United States
Sector focus
Frequently asked questions
Does The Ellis Company commit to funds managed by other GPs?
The firm's strategy is based on direct control investments rather than fund commitments to outside managers. There is no public record of The Ellis Company operating a fund-of-funds program or making limited partner commitments to private equity funds managed by third parties. Its deal structure skews toward platform acquisitions and add-on consolidation plays, where the firm acts as the lead equity sponsor.
How does The Ellis Company source its deals from Fort Wayne, Indiana?
The firm's Fort Wayne location embeds it directly in the Midwest industrial corridor — a geography dense with family-owned manufacturers facing succession gaps. Deal flow originates through long-established relationships with regional business brokers, commercial lenders, and trade groups rather than through broad investment bank auction processes. This proximity-based model allows the firm to see targets before they are widely marketed, particularly owner-operators seeking a quiet, flexible transition.
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