ECOR1 CAPITAL, LLC

RIASEC RegisteredEst. 2015
Total AUM
$3.4B
Discretionary
$3.4B
100% of AUM
Avg account
$685M
Accounts
5
Employees
22
Advisory reps
3

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
167121
Registered since
July 2, 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

Ecor1 Capital, LLC is a privately organized manager that operates as a hedge fund and venture-capital-style sponsor while also providing portfolio management for pooled investment vehicles. The firm is SEC-registered (since 2015) and serves institutional clients. Business activities include acting as a CPO/CTA and serving as sponsor, general partner and managing member of pooled vehicles. Fee arrangements combine a percentage-of-AUM component with performance-based fees. Ecor1 does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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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
  • TRUSTEE MARRIOTT

    Partner and COOCRD 6170068

  • SCOTT PERLEN

    CFOCRD 6176668

Contacts

1 of 1
  • TRUSTEE NODELMAN

    Founder and Managing DirectorCRD 6169589

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

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

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

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
357 Tehama St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth