ECP

RIASEC RegisteredEst. 2012
Total AUM
$33.4B
Discretionary
$32.6B
98% of AUM
Avg account
$522M
Accounts
64
Employees
95
Advisory reps
9

Firm details

Headquarters
SUMMIT, New Jersey
CRD number
155020
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

ECP is organized as a limited partnership that operates primarily as a private equity manager serving institutional clients. The adviser is SEC-registered (since 2012) and functions as a sponsor/GP and manager of pooled investment vehicles, providing portfolio management for those pooled vehicles. Its commercial model combines a percentage-of-AUM fee schedule with performance-based fees. The firm describes itself as an active ESG investor and maintains additional regulatory roles consistent with being an investment adviser and a commodity pool operator/CTA for some pooled products.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • MURRAY KARP

    Chief Operating Officer, Managing PartnerCRD 4521051

  • XAVIER ROBERT

    Partner, Chief Investment OfficerCRD 6308763

  • ALEXANDRA TERMINI

    Partner and Chief Financial OfficerCRD 8065325

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Contacts

3 of 5
  • JONATHAN HUGHES

    Executive OfficerCRD 6034956

  • TYLER REEDER

    Managing PartnerCRD 2782389

  • DOUGLAS KIMMELMAN

    Executive Chairman & FounderCRD 1689945

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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

SUMMIT, NJ

UNION

Location

SUMMIT, NJ

Headquartered in SUMMIT, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
UNION
Address
40 Beechwood Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth