ETHOS INVESTMENT MANAGEMENT LP

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
OREM, Utah
CRD number
318861
Registered since
February 15, 2022

Firm profile

FINTRX

Overview

Ethos Investment Management LP is a limited partnership that registered with the SEC in 2022 and operates primarily as a sponsor and general partner of pooled investment vehicles. The firm does not report operating as a traditional advisory business with retail advisory accounts; instead its activity centers on running private funds. It is classified as a domestic entity/individual owner type, is not an active ESG investor, and is not registered as a multi-state adviser. Ethos’s public filings identify it as a sponsor, GP and managing member for pooled vehicles rather than a capital allocator to third‑party strategies.

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

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • James Fletcher

    Founder and CIOCRD 7507753

Contacts

2 of 2
  • RICHARD FOLSOM

    Equity HolderCRD 6046589

  • PATRICIA BALL

    Equity Research AnalystCRD 5357640

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

OREM, UT

UTAH

Location

OREM, UT

Headquartered in OREM, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
UTAH
Address
730 S Sleepy Ridge Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth