EC MANAGEMENT SERVICES, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
159891
Registered since
August 8, 2022

Firm profile

FINTRX

Overview

EC Management Services, LLC is a limited liability company that registered with the SEC in 2022 and operates primarily as a manager of pooled investment vehicles. The firm serves in sponsor and general partner roles and acts as the managing member of pooled funds rather than as a traditional advisory practice serving retail clients. Its regulatory profile classifies it as unclassified, it does not present itself as a capital allocator, and it is not listed as an active ESG investor or a multi-state adviser. Investment activity is centered on private fund formation and management, with a dominant emphasis on private equity. The firm does not appear to maintain an advisory book of retail or institutional client accounts; instead, its allocation focus is at the fund level, overseeing fund structures and capital aggregation through sponsor/GP responsibilities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • LAWRENCE BRADSHAW

    Chief Operating OfficerCRD 4556370

Contacts

3 of 3
  • WILLIAM SCHELL

    Shareholder and Managing DirectorCRD 6015121

  • JAMES COCKRELL

    Shareholder and Managing DirectorCRD 6015125

  • CHRISTOPHER JULICH

    MemberCRD 2791107

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
6300 Bridge Point Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth