ECHELON INVESTMENT PARTNERS LP
Firm details
- Headquarters
- BOCA RATON, Florida
- CRD number
- 300855
- Registered since
- May 7, 2019
Firm profile
FINTRXOverview
Echelon Investment Partners LP is a limited partnership that registered with the SEC in 2019. The firm operates as a commodity pool operator or commodity trading advisor (CPO/CTA) and serves as sponsor, general partner and managing member of pooled investment vehicles. Ownership is held by domestic entity and individual stakeholders. Public filings note the adviser is not a multi-state adviser, does not position itself as a capital allocator, and is not identified as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1CHARLES BRITTON
Chief Compliance OfficerCRD 4959450
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOCA RATON, FL
PALM BEACH
Location
BOCA RATON, FL
Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 621 NW 53rd St
- Time zone
- ET (UTC-5)
- Office locations
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