ECC FUND MANAGER II, LLC

RIASEC RegisteredEst. 2015
Total AUM
$564M
Discretionary
$564M
100% of AUM
Avg account
$51.3M
Accounts
11
Employees
17
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
167090
Registered since
March 17, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

ECC Fund Manager II, LLC is an SEC-registered investment adviser formed as a limited liability company that provides portfolio management for pooled investment vehicles. The firm serves an institutional client base and operates as a sponsor, general partner and managing member of pooled funds, which points to an operating model built around fund formation, deal origination and active asset management rather than retail account servicing. Its compensation combines a percentage-of-AUM fee with performance-based fees, aligning economics to fund performance and suggesting carried interest or promote structures when acting in GP roles. Since registering in 2015 the firm has focused on pooled vehicle strategies rather than one-off advisory mandates. ECC Fund Manager II, LLC is not identified as an active ESG investor, is not a pension consultant, and is not classified as a capital allocator in the referenced profile—its principal role is running and managing pooled real estate vehicles and related sponsor activities for institutional investors.

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

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Client base

Client personas

Owners & executives

2 of 2
  • LAUREN PETROZZIELLO

    Chief Compliance OfficerCRD 5748311

  • TARA CALLORI

    Chief Financial OfficerCRD 6437905

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
575 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth