ECHO STREET CAPITAL MANAGEMENT, LLC
Adviser information for ECHO STREET CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 31st, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 29 |
|---|---|
| Investment Advisory/Research | 15 |
| 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 | 23 | $12.2B |
| Non-Discretionary | 0 | $0 |
| Total | 23 | $12.2B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $279.7M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 15 | $11.0B |
| Pension and profit sharing plans | <5 | $266.5M |
| Charitable organizations | <5 | $173.2M |
| State or municipal gov entities | <5 | $220.7M |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | <5 | $189.1M |
| Corporations or other businesses | 0 | $0 |
| Other | <5 | $41.9M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 30 |
Services
| Advisory Services | Portfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
12 EAST 49TH STREET44TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9-6
Tel: 212-751-2424, Fax: 212-647-8189
Chief Compliance Officer
COURTNEY POSNER
GENERAL COUNSEL
12 EAST 49TH STREET
44TH FLOOR
NEW YORK
NY
United States
Tel:
212-647-8215
Fax:
212-647-8189
C******@**********M
(Full email address available in API data)
Regulatory Contact
KELLY SKURA CHOI
CHIEF FINANCIAL OFFICER
12 EAST 49TH STREET
44TH FLOOR
NEW YORK
NY
United States
Tel:
212-433-3411
Fax:
212-647-8189
K*****@**********M
(Full email address available in API data)
Industry Affiliates
| GENERAL PARTNER OF POOLED INVESTMENT VEHICLES | Sponsor, GP, manager of pooled investment vehicles |
| GENERAL PARTNER OF POOLED INVESTMENT VEHICLES | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| GENERAL PARTNER OF POOLED INVESTMENT VEHICLES | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ECHO STREET CAPITAL CV 1, LLC | Private Equity Fund | $4.8M | $0.0M | 2 |
| ECHO STREET CAPITAL CV 2, LLC | Private Equity Fund | $4.3M | $0.0M | 2 |
| ECHO STREET CAPITAL EF 1, LLC | Private Equity Fund | $3.7M | $0.0M | 7 |
| ECHO STREET CAPITAL SPV 3, LLC | Private Equity Fund | $83.1M | $0.0M | 6 |
| ECHO STREET GOODCO NEW WORLD MASTER FUND, LP | Hedge Fund | $392.3M | $1.0M | 30 |
| ECHO STREET GOODCO NEW WORLD, LP | Hedge Fund | $360.7M | $1.0M | 103 |
| ECHO STREET GOODCO SELECT II, LP | Hedge Fund | $4,604.2M | $1.0M | 278 |
| ECHO STREET GOODCO SELECT III, LP | LONG ONLY PRIVATE INVESTMENT VEHICLE | $4.6M | $1.0M | 23 |
| ECHO STREET GOODCO SELECT OFFSHORE LTD. | Hedge Fund | $569.3M | $1.0M | 80 |
| ECHO STREET GOODCO SELECT, LP | Hedge Fund | $2,187.2M | $1.0M | 546 |
| ECHO STREET SELECT PLUS MASTER FUND, LP | Hedge Fund | $1,635.5M | $1.0M | 61 |
| ECHO STREET SELECT PLUS, LP | Hedge Fund | $963.4M | $1.0M | 291 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| POOLE, GREGORY, BRIAN | Individual | – | MANAGING MEMBER | 02/2002 | > 75% |
| POSNER, COURTNEY, BROOKE | Individual | – | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | 03/2017 | < 5% |
| CHOI, KELLY, SKURA | Individual | – | CHIEF FINANCIAL OFFICER | 01/2019 | < 5% |
| CARPENTER, MATTHEW, ADAMS | Individual | – | PRESIDENT | 11/2018 | < 5% |
| PANOS, GEORGE | Individual | – | PARTNER | 01/2021 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed April 19th, 2024 for period ending March 31st, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| 0 | 0 | 0 | 0 | – |