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Ebf & Associates, L.P. (Minnetonka)


Ebf & Associates, L.P. is a large advisory firm based in Minnetonka. It manages $2.19 billion of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2006.

Ebf & Associates provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ebf & Associates: assets under management

The assets under management (AUM) of Ebf & Associates, L.P. is $2.19 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.19 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $312.69 million each.
Ebf & Associates has custody of $2.19 billion in cash and securities for 7 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ebf & Associates, L.P. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
John David Brandenborg Owner 1 Nov 1998 50% - 75% 1448963
Michael James Frey Owner 1 Nov 1998 50% - 75% 1448993
Joel W Anderson Member 1 May 2013 Other 5518242
Stuart B Brown Member 1 May 2013 Other 6192323
Thomas Gerard Rock Member 1 Jun 2013 Other 5078188
David Alan Ericson Member 1 Jun 2013 Other 1737010

Based in Minnetonka

The principal office where Ebf & Associates, L.P. performs its advisory services is located at Suite 200, Minnetonka, MN 55305, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 952-476-7200 or by fax 952-476-7201. The normal business hours are 09:00 to 17:00 on Monday - Friday.


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