ECHO FINANCE
Firm details
- Headquarters
- PHILADELPHIA, Pennsylvania
- CRD number
- 317145
- Registered since
- March 31, 2023
Firm profile
FINTRXOverview
Echo Finance is a small, manager-led investment firm organized as a limited liability company and registered with the SEC in 2023. The firm operates primarily as a sponsor and general partner, serving as the managing member of pooled investment vehicles rather than as a traditional retail advisory practice. Its reported activity centers on forming and operating private pooled funds categorized under an unspecified "Other" asset type, reflecting a focus on bespoke or nonstandard fund structures rather than core public-market advisory services. Echo Finance is not designated as an active ESG investor, a pension consultant, or a multi-state advisory platform; its business model appears oriented toward fund sponsorship and direct fund management rather than aggregated third‑party allocation.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 1PATRICK MILLER
CFO, Managing PartnerCRD 6132248
Contacts
3 of 3ERIC HIRSCHBERG
PartnerCRD 1375246
DAVID EKLUND
Managing PartnerCRD 1058430
Donald Eklund
Senior Legal CounselCRD 8237559
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PHILADELPHIA, PA
PHILADELPHIA
Location
PHILADELPHIA, PA
Headquartered in PHILADELPHIA, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- PHILADELPHIA
- Address
- 1845 Walnut St
- Time zone
- ET (UTC-5)
- Office locations
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