ECHO RIVER CAPITAL LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BELVEDERE, California
CRD number
321906

Firm profile

FINTRX

Overview

Echo River Capital LLC is an individually owned limited liability company with limited public disclosure about its advisory operations. Regulatory and classification fields in the available record are sparse: the firm is listed as unclassified, is not flagged as a multi-state adviser, and is not identified as an active ESG investor. The firm's public profile indicates it is not a capital allocator, pension consultant, or part of a related-adviser grouping. The only substantive program disclosed is a private fund vehicle, suggesting the firm's activity centers on managing that fund rather than running a typical retail wealth-advisory practice. Several standard advisory attributes are blank in the record, and the firm has not provided information on broader activities or affiliations.

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

Contacts

1 of 1
  • PETER YOLLES

    General PartnerCRD 7576954

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BELVEDERE, CA

MARIN

Location

BELVEDERE, CA

Headquartered in BELVEDERE, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
MARIN
Address
1 Lagoon Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth