EHLERS INVESTMENT PARTNERS, LLC

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UUID2dc2a45c-804e-5e92-a531-7aae27053df9

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:51

Updated2025-10-23 02:24:35

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	146385	146385	—	1.0
lei	2549005RU0MF199GN183	2549005RU0MF199GN183	—	—
sec_file_number	801-69849	801-69849	—	—

Profile

Websitehttps://www.linkedin.com/company/ehlers

HQ CityMINNEAPOLIS

HQ StateMN

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

EHLERS adv_part1

ADV Metrics

Assets & Accounts

RAUM (total)2,735,110,703.0
RAUM (discretionary)0.0
Actionable assets2,735,110,703.0
Accounts559.0

Institutional Clients

Government AUM2,720,098,052.0
Pension AUM—
Charitable AUM1,203,268.0
HNW AUM—

As of 2025-07-15 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
CROWE, GREG	DIRECTOR	OFFICER	—	{"filing_id": "2015648", "owner_id": "7504135", "source": "adv_part1", "table": "Schedule_A_B"}
CUMMINGS, KRISTIN	TRUSTEE	OFFICER	—	{"filing_id": "2015648", "owner_id": "7504141", "source": "adv_part1", "table": "Schedule_A_B"}
EHLERS AND ASSOCIATES, INC. EMPLOYEE OWNERSHIP TRUST	SHAREHOLDER	OFFICER	—	{"filing_id": "2015648", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
EHLERS COMPANIES, INC.	MANAGING MEMBER	OFFICER	—	{"filing_id": "2015648", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
KVILVANG, STACIE	TRUSTEE	OFFICER	—	{"filing_id": "2015648", "owner_id": "7504139", "source": "adv_part1", "table": "Schedule_A_B"}
MILES, RYAN, W	MANAGING DIRECTOR	OFFICER	—	{"filing_id": "2015648", "owner_id": "5540355", "source": "adv_part1", "table": "Schedule_A_B"}
OLSZEWSKI, TAMARA, JEANNE	DIRECTOR	OFFICER	—	{"filing_id": "2015648", "owner_id": "5006680", "source": "adv_part1", "table": "Schedule_A_B"}
REILLY, BRIAN, MICHAEL	PRESIDENT	OFFICER	—	{"filing_id": "2015648", "owner_id": "6043530", "source": "adv_part1", "table": "Schedule_A_B"}
ZIERMANN, PAMELA, KAY REINITZ	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2015648", "owner_id": "2083562", "source": "adv_part1", "table": "Schedule_A_B"}
LINDH, MICHAEL	DIRECTOR OF FINANCE & ACCOUNTING	EMPLOYEE	—	{"filing_id": "2015648", "owner_id": "7979380", "source": "adv_part1", "table": "Schedule_A_B"}
Vander Heiden, Joy	TRUSTEE	EMPLOYEE	—	{"filing_id": "2015648", "owner_id": "7294236", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:35 • csv
```
{
  "date_submitted": "09/29/2025 11:27:10 AM",
  "filing_id": "2015648",
  "reg_type": "IA"
}
```