Echelon Capital Strategies LLC

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Assets, Funds, Holdings

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Echelon Capital Strategies LLC
CRD #169484
SEC #801-106713
CIK #0001589568
AUM
Employees 5 (20% Investors, 0% Brokers)
Phone415-279-3321
Address555 12th Street
Oakland, CA 94607
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
3502802101407002010201420192024
Type Form D Funds Date Sold ($M) AUM ($M)
HF Echelon Special Opportunities Fund LP [2017-03-30] 79.6 7.8
HF Diversified Staging Fund LLC [2015-09-23] 38.6 7.0
HF Echelon Diversified Fund LP [2015-03-31] 52.6 2.2
HF Echelon Capital Fund LP [2013-11-05] 79.6 4.4
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 3 14.4
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 3 14.4
By Discretionary
Discretionary 3 14.4
Non-Discretionary 0 0.0
Total 3 14.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 14.4
Total 3 14.4
Form D Directors # Filings # Firms 2011 - 2025
Ryan Davis 70
Charles Moldow 42
Scott Ryles 14
William Trenchard 26
Charles Jones 16
Andrew Rudd 8
Echelon Capital Strategies LLC 7
EDGAR Form CIK 2011 - 2025
D [0001589568]
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