Echo Point Investment Management LLC

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Assets, Funds, Holdings

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Echo Point Investment Management LLC
CRD #154105
SEC #801-71688
CIK #0001509888
AUM
Employees
Phone610-234-4203
AddressOne Tower Bridge
West Conshohocken, PA 19428
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
17001360102068034002010201520202025
Sector Form 13F Holdings Value ($M)
Teva Pharmaceutical Industries Ltd 19.2
HSBC Holdings PLC 0.0
ORIX Corp 0.0
Prudential PLC 0.0
Shoulder Innovations Inc 0.0
Barclays PLC 0.0
BHP Billiton Ltd 0.0
British American Tobacco PLC 0.0
ENI Spa 0.0
Gildan Activewear Inc 0.0
View All
Holdings by Sector ($M)
30241812602012201220132014
Type Form D Funds Date Sold AUM
PE Echo Point International Growth Equity Fund [2012-03-30] 38.9 M 12.7 M
Filed 2013-02-11 (D/A) · Exemption 506, 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
AUM Breakdown Accounts AUM ($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 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 11 1,618.7
By Discretionary
Discretionary 11 1,618.7
Non-Discretionary 0 0.0
Total 11 1,618.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,618.7
Total 11 1,618.7
Form D Directors Role # Filings # Firms 2011 - 2026
Linda Gibson Director 61 14
David Smith Director 267 12
Stephen Scott Director 64 10
Virginia Turner Executive Officer 61 9
Vincent Manning Executive Officer 53 9
Peter Rollins Director 51 9
Joan Gulinello Executive Officer 51 9
Karen Kupferberg Director 51 9
Brian Dillon Executive Officer 51 9
Ruth Paul Executive Officer 43 9
View All
EDGAR Form CIK 2011 - 2026
13F-HR [0001509888]
Firm Profile (Form ADV)
Discretionary AUM$1.6B
ServesInstitutional
Fund TypesPrivate Equity
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tony@aum13f.com