ECP

RIASEC Registered
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 operates as a limited partnership focused on private equity and related alternative strategies. The firm has been SEC-registered since 2012 and targets institutional clients. Its business model centers on portfolio management for pooled investment vehicles and on sponsor/GP activity — ECP serves as an adviser and as a sponsor or managing member of pooled funds, and it also has roles consistent with CPO/CTA activity. Compensation combines an asset-based fee with performance-based fees. The ownership structure includes a mix of domestic entities, foreign entities and individuals. The firm identifies itself 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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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