EKO
EKO INVESTMENTS INC. Legal Name
Adviser information for EKO last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2,158 | $1.3M |
| Non-Discretionary | 0 | $0 |
| Total | 2,158 | $1.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 2,158 | $1.3M |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPublication of periodicals or newslettersEducational seminars/workshops |
|---|---|
| Compensation | % of AUM |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 1.3M |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| EKO WRAP PROGRAM 1 | EKO |
Identifiers
| SEC RIA File Number | 801-120685 |
|---|---|
| SEC ERA File Number | 801-120685 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 313296 |
| Legal Entity Identifier | None |
Principal Office
228 EAST 45TH STREETSUITE 9E
NEW YORK
NY
United States
Monday - Friday, 09:00-17:00
Tel: (917)7449432, Fax: None
Chief Compliance Officer
MART VOS
250 WEST 19TH STREET
APT 6A
NEW YORK
NY
United States
Tel:
+19177449432
M***@**************S
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| VOS, MART, NMA | Individual | – | CEO AND CCO | 08/2020 | > 75% |