Ecosystem Investment Partners, LLC

RIASEC RegisteredEst. 2013
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$183M
Accounts
7
Employees
20
Advisory reps
5

Firm details

Headquarters
Baltimore, Maryland
CRD number
165149
Registered since
March 12, 2013
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Ecosystem Investment Partners, LLC is an institutional registered investment adviser organized as a limited liability company and SEC-registered since 2013. The firm serves institutional clients and focuses its advisory work on portfolio management for pooled investment vehicles. It also functions as sponsor, general partner, and managing member of pooled vehicles rather than acting as a broad capital allocator. Fee arrangements include percentage-of-AUM fees, fixed fees, and performance-based fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Ellen Perkins

    Ellen Perkins

    Chief Compliance Officer and Managing DirectorCRD 4374393

  • Aidan Riordan

    Aidan Riordan

    Chief Operating OfficerCRD 2394294

Contacts

3 of 3
  • Nicholas Dilks

    Nicholas Dilks

    Managing PartnerCRD 6141189

  • Heath Rushing

    Heath Rushing

    Managing PartnerCRD 6775566

  • Adam Davis

    Adam Davis

    Managing PartnerCRD 6918192

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Baltimore, MD

Baltimore City

Location

Baltimore, MD

Headquartered in Baltimore, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Baltimore City
Address
5550 Newbury St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth