ECHO HEALTH VENTURES LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DURHAM, North Carolina
CRD number
312774
Registered since
March 1, 2021

Firm profile

FINTRX

Overview

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

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

2 of 2
  • Robert Coppedge

    Chief Executive OfficerCRD 6755188

  • Jonathan Eide

    Managing Partner, CCO and COOCRD 7344500

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth