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| Echelon Management LLC
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|---|---|
| CRD # | 318674 |
| SEC # | 802-125716 |
| CIK # | 0000031347, 0001626443 |
| AUM | |
| Employees | |
| Fees | |
| Minimum | |
| Phone | 617-285-0330 |
| Address | 221 10th Street Evanston, WY 82930 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| VC | Echelon Fervo LLC | 2026-05-04 | 11.3 M | |
| VC | Echelon Layerzero LLC | 2026-05-04 | 0.0 M | |
| VC | Echelon 2022-A LP | 2024-03-29 | 2.3 M | |
| VC | Echelon 2017 LP | 2022-04-21 | 54.4 M | |
| VC | Echelon 2020 LP | 2022-04-21 | 4.8 M | |
| VC | Echelon 2022 LP | 2022-04-21 | 6.8 M | |
| VC | Echelon 22C II LLC | 2022-04-21 | 4.3 M | |
| VC | Echelon 22C LLC | 2022-04-21 | 3.9 M | |
| VC | Echelon ITG LLC | 2022-04-21 | 2.3 M | |
| VC | Echelon Pie A LLC | 2022-04-21 | 21.9 M | |
| VC | Echelon Pie B LLC | 2022-04-21 | 10.0 M |
| AUM Breakdown | Accounts | AUM ($) |
|---|---|---|
| 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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 0 | 0.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.0 | |
| Total | 0 | 0.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0000031347] | |
| 10-Q | [0000031347] | |
| 3 | [0000031347] | |
| 4 | [0000031347] | |
| 8-K | [0000031347] | |
| SC 13G | [0000031347] | |
| D | [0001626443] |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Echelon Corp | |
| Lovit Andrew M | |
| Modi Sohrab | |
| Maxfield Robert R | |
| SEGE Ronald | |
| Finocchio Robert J | |
| Marszewski C Michael | |
| Jodoin Christopher | |
| Rafael Betsy | |
| Moore Alicia Jayne | |
| View All | |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Echelon Corp ELON
Director stock option (Right to buy) · derivative
|
2018-09-14 | Disposed to issuer | 5,000 | $0.00 | |
|
Echelon Corp ELON
Director stock option (Right to buy) · derivative
|
2018-09-14 | Disposed to issuer | 5,000 | $0.00 | |
|
Echelon Corp ELON
Employee Stock Option (Right to buy) · derivative
|
2018-09-14 | Disposed to issuer | 21,000 | $0.00 | |
|
Echelon Corp ELON
Performance Shares · derivative
|
2018-09-14 | Disposed to issuer | 70,299 | $0.00 | |
|
Echelon Corp ELON
Director stock option (Right to buy) · derivative
|
2018-09-14 | Disposed to issuer | 5,000 | $0.00 | |
|
Echelon Corp ELON
Director stock option (Right to buy) · derivative
|
2018-09-14 | Disposed to issuer | 5,000 | $0.00 | |
|
Echelon Corp ELON
Restricted Stock Units · derivative
|
2018-09-14 | Disposed to issuer | 30,000 | $0.00 | |
|
Echelon Corp ELON
Performance Shares · derivative
|
2018-09-14 | Disposed to issuer | 10,500 | $0.00 | |
|
Echelon Corp ELON
Performance Shares · derivative
|
2018-09-14 | Disposed to issuer | 12,000 | $0.00 | |
|
Echelon Corp ELON
Restricted Stock Units · derivative
|
2018-09-14 | Disposed to issuer | 30,000 | $0.00 | |
|
Echelon Corp ELON
Common Stock
|
2018-09-14 | Disposed to issuer | 25,396 | ||
|
Echelon Corp ELON
Restricted Stock Units · derivative
|
2018-09-14 | Disposed to issuer | 60,000 | $0.00 | |
|
Echelon Corp ELON
Restricted Stock Units · derivative
|
2018-09-14 | Disposed to issuer | 30,000 | $0.00 | |
|
Echelon Corp ELON
Director stock option (Right to buy) · derivative
|
2018-09-14 | Disposed to issuer | 5,000 | $0.00 | |
|
Echelon Corp ELON
Performance Shares · derivative
|
2018-09-14 | Disposed to issuer | 10,500 | $0.00 | |
|
Echelon Corp ELON
Performance Shares · derivative
|
2018-09-14 | Disposed to issuer | 13,182 | $0.00 | |
|
Echelon Corp ELON
Employee Stock Option (Right to buy) · derivative
|
2018-09-14 | Disposed to issuer | 21,000 | $0.00 | |
|
Echelon Corp ELON
Employee Stock Option (Right to buy) · derivative
|
2018-09-14 | Disposed to issuer | 21,000 | $0.00 | |
|
Echelon Corp ELON
Director stock option (Right to buy) · derivative
|
2018-09-14 | Disposed to issuer | 5,000 | $0.00 | |
|
Echelon Corp ELON
Restricted Stock Units · derivative
|
2018-09-14 | Disposed to issuer | 30,000 | $0.00 | |
| showing 20 of 200 most recent transactions | |||||