ECOSYSTEM INVESTMENT PARTNERS, LLC

RIASEC RegisteredEst. 2013
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$183M
Accounts
7
Employees
20
Advisory reps
5

Firm details

Headquarters
BALTIMORE, Maryland
CRD number
165149
Registered since
March 12, 2013
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Ecosystem Investment Partners, LLC is a limited liability company that acts primarily as an adviser and sponsor of pooled investment vehicles for institutional clients. Registered with the SEC in 2013, the firm focuses its activity on managing collective investment structures rather than providing one-off advisory relationships. It serves a small number of large institutional clients and positions itself to both run funds and serve as general partner or managing member for those vehicles. The firm does not present itself as an active ESG investor and it is not structured as a multi-state adviser or pension consultant. Its compensation model is a mix of percentage-of-assets under management fees, fixed fees and performance-linked fees, reflecting a traditional alignment for manager-led private funds where incentive fees complement base management charges.

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

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Client base

Client personas

Owners & executives

2 of 2
  • ELLEN PERKINS

    Chief Compliance Officer and Managing DirectorCRD 4374393

  • AIDAN RIORDAN

    Chief Operating OfficerCRD 2394294

Contacts

3 of 3
  • NICHOLAS DILKS

    Managing PartnerCRD 6141189

  • ADAM DAVIS

    Managing PartnerCRD 6918192

  • HEATH RUSHING

    Managing PartnerCRD 6775566

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

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Location

Primary office

BALTIMORE, MD

BALTIMORE CITY

Location

BALTIMORE, MD

Headquartered in BALTIMORE, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
BALTIMORE CITY
Address
5550 Newbury St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth