ECHO HEALTH VENTURES LLC
Firm details
- Headquarters
- DURHAM, North Carolina
- CRD number
- 312774
- Registered since
- March 1, 2021
- Website
- www.echohealthventures.com
Firm profile
FINTRXOverview
Echo Health Ventures LLC is a limited liability company that operates as an adviser to private venture capital vehicles. Registered with the SEC in 2021, the firm’s activity centers on managing closed-end venture funds rather than running traditional retail advisory accounts. The firm is affiliated with the insurance industry, which can shape governance and capital backing, and its ownership structure combines domestic entities and individuals. Echo Health Ventures is not positioned as a multi-state or ESG-focused adviser per its filings. Its classification is unclassified and it does not report acting as a capital allocator in the sense of running discretionary advisory accounts for a retail client base. The firm’s governance appears concentrated: five owners are reported with a high average ownership stake.
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
2 of 2Robert Coppedge
Chief Executive OfficerCRD 6755188
Jonathan Eide
Managing Partner, CCO and COOCRD 7344500
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DURHAM, NC
DURHAM
Location
DURHAM, NC
Headquartered in DURHAM, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- DURHAM
- Address
- 1965 Ivy Creek Blvd
- Time zone
- ET (UTC-5)
- Office locations
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