Ellisville Harbour Partners

Ellisville Harbour Partners provides investment management and related advisory services to high‑net‑worth individuals, trusts, and estates, typically requiring a minimum relationship size of $500,000 and managing $25 million in client assets. The firm is a single‑advisor practice and states its strategies are generally intended to represent less than 20% of a client’s overall investable portfolio.

The advisor’s investment approach emphasizes proprietary research and long‑term holdings in global markets, with concentrated portfolios of roughly 10–20 businesses focused on large addressable and frontier markets, including material allocations to China and other emerging markets. Portfolios may include individual equities, ETFs, and at times derivatives such as options; the brochure notes the firm may hold securities for shorter periods when rebalancing or pursuing opportunistic trades.

Ellisville’s business model includes several uncommon features for a similarly sized independent adviser: as of year‑end it reported $9 million discretionary and $16 million non‑discretionary assets under management, offers performance‑based fee arrangements for Qualified Clients (up to 20% of gains subject to a high‑water mark and a 5% hurdle), and documents its performance reporting and fee calculations in its disclosures. The principal’s background—multi‑year work and language experience in Asia and prior roles in investor relations and family office management—also informs the firm’s emphasis on China and frontier market research.