ECP INVESTMENT ADVISORS LLC

RIASEC RegisteredEst. 2016
Total AUM
$168M
Discretionary
$168M
100% of AUM
Avg account
$12.9M
Accounts
13
Employees
11
Advisory reps
1

Firm details

Headquarters
DALLAS, Texas
CRD number
284686
Registered since
August 16, 2016
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

ECP Investment Advisors LLC is an SEC-registered investment adviser organized as an LLC that focuses on managing pooled real estate investment vehicles for institutional clients. The firm serves as sponsor, general partner and managing member of its pooled funds, providing portfolio management for those vehicles rather than acting as a broad capital allocator. Its advisory mandate is concentrated on real estate fund management and the firm is not listed as an active ESG investor or a multi-state adviser. Fee terms reported include percentage-of-AUM fees, fixed fees and performance-based fees, a mix that aligns the adviser’s compensation with both asset scale and realized returns for investors. The firm’s client base is institutional and its business activities center on structuring and operating pooled real estate funds.

Assets & Accounts

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

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Client base

Client personas

Contacts

1 of 1
  • Frank Schubert

    Managing PartnerCRD 6686936

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

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
5949 Sherry Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth