ECLIPTIC MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
314617
Registered since
April 30, 2021

Firm profile

FINTRX

Overview

Ecliptic Management, LLC is an SEC-registered limited liability company that functions primarily as a sponsor, general partner and managing member of pooled investment vehicles. The firm’s registration year is 2021 and its ownership is reported as a mix of a domestic entity and an individual. Ecliptic is classified as an unclassified adviser and is not identified as a capital allocator or an active ESG investor. The firm’s regulatory profile and activity indicators point to a manager whose public-facing advisory footprint is concentrated on private pooled funds rather than on retail or separately managed accounts. Ecliptic’s stated industry role — sponsoring and acting as GP/managing member — signals that its operational focus is on structuring and operating private investment vehicles, handling fund governance and LP relations, and executing portfolio company investments through its fund platform.

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
  • Adam Lipman

    CIO and Co-FounderCRD 7369923

  • JAMES PUCKETT

    CFOCRD 1834795

Contacts

1 of 1
  • Michael Millard

    PartnerCRD 7369929

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
3571 Far West Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth