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 held investment manager registered with the SEC since 2015. The firm operates as a multifaceted manager with structures that include hedge fund and venture capital activity; it also serves as sponsor, general partner and managing member for pooled investment vehicles. Its client base is institutional, and its compensation combines a percentage-of-assets model with performance-based fees. Ecor1 is listed as a Commodity Pool Operator/Commodity Trading Advisor and conducts portfolio management for pooled vehicles rather than acting primarily as an external capital allocator. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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
  • Trustee Marriott

    Trustee Marriott

    Partner and COOCRD 6170068

  • Scott Perlen

    CFOCRD 6176668

Contacts

1 of 1
  • Trustee Nodelman

    Trustee Nodelman

    Founder and Managing DirectorCRD 6169589

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

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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