ECHO FINANCE
ECHO FINANCE LLC Legal Name
Adviser information for ECHO FINANCE 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | 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 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-127887 |
|---|---|
| SEC ERA File Number | 802-127887 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 317145 |
| Legal Entity Identifier | None |
Principal Office
1845 WALNUT STREETSUITE 1601
PHILADELPHIA
PA
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 215-764-6550, Fax: None
Chief Compliance Officer
JOHN SHOOK
CHIEF OPERATING OFFICER
1845 WALNUT STREET
SUITE 1601
PHILADELPHIA
PA
United States
Tel:
2157646562
J*****@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ECHO VENTURE FUND I LLC | Private Equity Fund | $20.0M | $0.1M | 16 |
| ECHO VENTURE FUND II LLC | Private Equity Fund | $3.3M | $0.1M | 9 |
| ECHO VENTURE FUND III LLC | Private Equity Fund | $28.6M | $0.0M | 28 |
| OFF-WING PARTNERS LP | Private Equity Fund | $86.0M | $0.2M | 28 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| EKLUND, DAVID, ALAN | Individual | – | CHAIRMAN & MANAGING MEMBER | 02/2018 | 25-50% |
| HIRSCHBERG, ERIC, STANHOPE | Individual | – | CHIEF EXECUTIVE OFFICER & MANAGING MEMBER | 02/2018 | 25-50% |
| MILLER, PATRICK, PAUL | Individual | – | CHIEF CREDIT OFFICER & MANAGING MEMBER | 02/2018 | 25-50% |
| SHOOK, JOHN, DWIGHT | Individual | – | CHIEF OPERATING AND COMPLIANCE OFFICER | 10/2018 | < 5% |