Echo Creek Capital, LLC

Overview

Echo Creek Capital, LLC is a small, owner-operated advisory firm that focuses on portfolio management for individual and family clients, including small business owners. The firm runs a fee model that combines a percentage-of-assets arrangement with performance-based fees, which suggests a willingness to align compensation with client outcomes for certain mandates. Investment activity skews toward liquid, exchange-traded instruments as the primary allocation vehicle, while the firm also uses mutual funds and allocates to real estate through external managers to add diversification and income-generating exposure. The firm’s mandate and client mix point to customized portfolios rather than mass-market model delivery. Given the custody relationship with an execution-focused broker and the emphasis on exchange-traded equities, Echo Creek Capital appears to favor tradable, transparent holdings for core equity exposure while layering external real estate strategies and mutual funds where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices