Ehrenkranz Partners L.P.

Overview

Ehrenkranz Partners is registered with the Securities and Exchange Commission as an investment adviser and is not a registered broker dealer. Its Form CRS is dated March 2026, and its CRD number is 131728.¹ The firm lists its primary office in New York, New York.² Its website says it has operated in wealth management for more than 50 years.² The firm describes an integrated team of advisors, investors, attorneys, and analysts.²

History

The firm’s website states that Ehrenkranz Partners has operated in wealth management for more than 50 years, but the page does not state an exact founding year.² Andrew Sommers joined in 1997, became a partner in 2001, and became Managing Partner in 2012.³ Amy G. Bermingham joined in 1993.³ Patrick J.C. Shaw and John B. Ehrenkranz joined in 2004.³ Michael Fierro and Kabir S. Kapoor joined in 2006.³ Marty J. Piccinich joined in 2011.³ Hannah W. Mensch joined in 2013.³ Michael Sancilio joined in 2017.³ Barry Rosenthal joined in 2024.³

Timeline

1. 1993Bermingham joined in 1993.
2. 1997Andrew Sommers joined in 1997, became a partner in 2001, and became Managing Partner in 2012.
3. 2004Ehrenkranz joined in 2004.
4. 2006Kapoor joined in 2006.
5. 2011Piccinich joined in 2011.
6. 2013Mensch joined in 2013.
7. 2017Michael Sancilio joined in 2017.
8. 2024Barry Rosenthal joined in 2024.

Leadership

Andrew Sommers is Managing Partner.³ Joel S. Ehrenkranz and Sanford B. Ehrenkranz are Founding Partners.³ Amy G. Bermingham is Partner and leads estate and tax planning services.³ Patrick J.C. Shaw, John B. Ehrenkranz, and Hannah W. Mensch are Partners.³ Michael Fierro is Chief Financial Officer and a New York State Certified Public Accountant.³ Kabir S. Kapoor is Chief Investment Officer.³ Marty J. Piccinich is Chief Technology Officer.³ Michael Sancilio is Chief Operating Officer.³ Barry Rosenthal is Chief Compliance Officer.³

Services

Ehrenkranz Partners provides investment advice and monitoring, financial planning, income tax planning, insurance advice, wealth transfer planning, and philanthropic advice.¹ Its investment advisory work includes bespoke portfolio construction based on a client’s risk tolerance and objectives.⁴ The firm says its in house investment team covers traditional and alternative asset classes across public and private markets.⁴ Its process includes opportunistic investments in niche and emerging areas, global market insights, and investment monitoring with renewed underwriting.⁴

The firm recommends investment funds, third party managers, mutual funds, exchange traded funds, and funds managed by Ehrenkranz or an affiliate.¹ It monitors portfolios, provides monthly reporting, and recommends changes as client needs, goals, and objectives change.¹ Client relationships are primarily non discretionary, with limited discretionary account management available in some circumstances.¹

Family office business services are separately provided and separately negotiated from investment advisory services.¹ These services include cash management and bill payment, comprehensive financial reporting, tax compliance, and family governance.¹ The firm also provides consolidated reporting for managed and non managed assets, budgeting, expense tracking, investment account tax reporting, accountant coordination, entity formation and compliance, insurance oversight, philanthropy programs, and customized financial education for next generation family members.⁴

Estate planning is provided through an in house law firm dedicated to clients’ estate planning needs.⁴ Estate services include wills, trusts, wealth transfer strategies, philanthropic vehicles, trust administration, estate oversight, estate tax coordination, and gift tax reporting coordination.⁴ Tax strategy work covers tax efficient ownership structures, tax document review, tax aware investment analysis, and private placement life insurance.⁴ The website says the firm emphasizes long term continuity, customized reporting, and client satisfaction.⁴

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Philanthropy
• Family governance and education
• Administration and bill pay
• Risk and insurance
• Private and alternative investments

Client focus

The firm advises high net worth individual investors.¹ Its clients usually have more than $20 million in investable assets, and no minimum account size is required.¹ The family office offering supports clients with reporting, cash management, tax compliance, governance, estate planning, philanthropy, and financial education services.¹⁴

Investment philosophy and approach

The firm says it uses each client’s financial situation, existing resources, investment goals, and risk tolerance to recommend customized asset allocations and investments.¹ It describes an approach that combines bespoke portfolio construction with coverage of traditional and alternative assets in public and private markets.⁴ The firm also says its investment process considers niche and emerging opportunities, global market insights, and ongoing monitoring and renewed underwriting.⁴

Assets and minimums

The firm’s Form CRS states that clients usually have more than $20 million in investable assets and that no minimum account size is required.¹ Investment advisory fees are generally a negotiable percentage of advised assets, billed quarterly, and fixed fees may be negotiated in limited circumstances.¹

By the numbers

FAQs

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Sources

1. SEC Form CRS , accessed October 23, 2026.
2. Ehrenkranz Partners website , accessed October 23, 2026.
3. Meet the Team , accessed October 23, 2026.
4. Our Services , accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.