Ellisville Harbour Partners

Ellisville provides investment management and related advisory services to high‑net‑worth individuals, trusts, and estates, delivering both discretionary and non‑discretionary portfolios as well as retirement‑account guidance. Like many independent advisors, the firm structures engagements around individualized investment profiles and charges asset‑based advisory fees.

The firm pursues a long‑term, concentrated equity approach—typically holding 10–20 businesses—focused on large addressable markets, technology‑driven transformation opportunities, and allocations to Asia/China and other frontier markets (including overlooked U.S. regions). Research is primarily proprietary and informed by the principal’s prior experience in Asian markets; the strategy may also include ETFs and, in some accounts, options or other derivative instruments.

Ellisville is notable among peers for managing a majority of its reported assets on a non‑discretionary basis and for offering a performance‑based fee option to Qualified Clients, calculated with a high‑water‑mark and hurdle provision. The firm makes performance information available in its client materials and public disclosures and typically positions its strategies as a portion of a client’s overall investable assets rather than a full‑portfolio solution.