Ecosystem Investment Partners, LLC
Firm details
- Headquarters
- Baltimore, Maryland
- CRD number
- 165149
- Registered since
- March 12, 2013
- Website
- ecosystempartners.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
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 2
Ellen Perkins
Chief Compliance Officer and Managing DirectorCRD 4374393

Aidan Riordan
Chief Operating OfficerCRD 2394294
Contacts
3 of 3
Nicholas Dilks
Managing PartnerCRD 6141189

Heath Rushing
Managing PartnerCRD 6775566
Adam Davis
Managing PartnerCRD 6918192
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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