ETHOS INVESTMENT MANAGEMENT LP
Firm details
- Headquarters
- OREM, Utah
- CRD number
- 318861
- Registered since
- February 15, 2022
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1James Fletcher
Founder and CIOCRD 7507753
Contacts
2 of 2RICHARD FOLSOM
Equity HolderCRD 6046589
PATRICIA BALL
Equity Research AnalystCRD 5357640
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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