ECOSYSTEM INVESTMENT PARTNERS, LLC
Adviser information for ECOSYSTEM INVESTMENT PARTNERS, LLC last updated from Form ADV on March 27th, 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 19 |
|---|---|
| Investment Advisory/Research | 19 |
| 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 | 6 | $972.6M |
| Non-Discretionary | 0 | $0 |
| Total | 6 | $972.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 6 | $972.6M |
| 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 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-77667 |
|---|---|
| SEC ERA File Number | 801-77667 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 165149 |
| Legal Entity Identifier | None |
Principal Office
5550 NEWBURY STREETSUITE B
BALTIMORE
MD
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 443-921-9441, Fax: 410-235-1503
Chief Compliance Officer
ELLEN "NELLY" G. PERKINS
MANAGING DIRECTOR OF FINANCE
5550 NEWBURY STREET
SUITE B
BALTIMORE
MD
United States
Tel:
410-982-0234
Fax:
410-235-1503
N****@********************M
(Full email address available in API data)
Regulatory Contact
NICHOLAS DILKS
MANAGING PARTNER
5550 NEWBURY STREET
SUITE B
BALTIMORE
MD
United States
Tel:
410-982-0230
Fax:
410-235-1503
N***@********************M
(Full email address available in API data)
Industry Affiliates
| EIP PARTNERS III, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| EIP PARTNERS IV, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| EIP PARTNERS V, L.L.C. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CHEF MENTEUR CREDIT CO II, LLC | Private Equity Fund | $14.6M | $0.0M | 1 |
| ECOSYSTEM INVESTMENT PARTNERS III, L.P. | Private Equity Fund | $241.5M | $3.0M | 37 |
| ECOSYSTEM INVESTMENT PARTNERS IV, L.P. | Private Equity Fund | $472.4M | $3.0M | 44 |
| EIP ALKI PARTNERS, LLC | Private Equity Fund | $96.6M | $0.1M | 2 |
| EIP CO-INVESTMENT IV-A, LLC | Private Equity Fund | $38.4M | $2.6M | 6 |
| EIP CREDIT CO II, LLC | Private Equity Fund | $125.9M | $0.0M | 1 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DILKS, NICHOLAS, HYLAND | Individual | NHD FAMILY PARTNERS II, LLC | MANAGING MEMBER | 03/2007 | 25-50% |
| DILKS, HELENE, DUNCAN | Individual | NHD FAMILY PARTNERS II, LLC | MEMBER | 03/2007 | 25-50% |
| DILKS, NICHOLAS, HYLAND | Individual | – | MANAGING PARTNER | 03/2007 | < 5% |
| RUSHING, HEATH, ASHLEY | Individual | – | MANAGING PARTNER | 08/2016 | < 5% |
| DAVIS, ADAM, ISAAC | Individual | – | MANAGING PARTNER | 02/2017 | < 5% |
| PERKINS, ELLEN, GREENE | Individual | – | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR OF FINANCE | 03/2013 | < 5% |
| NHD FAMILY PARTNERS II, LLC | Domestic Entity | – | MEMBER | 10/2010 | 25-50% |
| NATURAL CAPITAL HOLDINGS LLC | Domestic Entity | – | MEMBER | 01/2020 | 25-50% |
| LIGHTHOUSE EO LLC | Domestic Entity | – | MEMBER | 10/2020 | < 5% |
| FRED C. DANFORTH REVOCABLE TRUST OF DECEMBER 1997 | Domestic Entity | – | MEMBER | 01/2016 | 10-25% |
| RUSHING, HEATH, ASHLEY | Individual | NATURAL CAPITAL HOLDINGS LLC | SOLE MEMBER | 01/2020 | > 75% |
| DAVIS, ADAM, ISAAC | Individual | LIGHTHOUSE EO LLC | SOLE MEMBER | 10/2020 | > 75% |
| RIORDAN, AIDAN, JOHN | Individual | – | CHIEF OPERATING OFFICER | 03/2022 | < 5% |
| LARSSON, CARLENE, BARBARA | Individual | FRED C. DANFORTH REVOCABLE TRUST OF DECEMBER 1997 | TRUSTEE | 01/2016 |