⚲
|
ECP Investment Advisors LLC
✚
|
|
---|---|
CRD # | 284686 |
SEC # | 801-108280 |
CIK # | |
AUM | $202.7 MM (2023-03-30) |
Employees | 8 (100% Investors, 0% Brokers) |
Phone | 214-922-1063 |
Address | 8235 Douglas Ave Dallas, TX 75225 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
RE | ECP III Lynnwood Co-Investment LP | [2023-03-30] | 4.8 | 7.7 |
RE | Excap Investment Partners III LP | [2023-03-30] | 51.3 | 51.9 |
RE | ECP II Arbor Ridge Co-Investment LP | [2022-03-30] | 3.1 | 3.0 |
RE | ECP II Ravinia Co-Investment LP | [2022-03-30] | 3.7 | 3.6 |
RE | ECP II Lakebridge Co-Investment LP | [2021-03-30] | 2.5 | 2.7 |
RE | ECP II Middletown Co-Investment LP | [2020-03-19] | 6.2 | 8.5 |
RE | Expedition Co-Investment Partners II LP | [2019-03-25] | 61.5 | 58.9 |
RE | ECP Side-Car Suwanee LP | [2018-03-20] | 3.5 | 3.5 |
RE | Expedition Co-Investment Partners I LP | [2016-11-22] | 67.2 | 62.9 |
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 9 | 202.7 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 9 | 202.7 |
By Discretionary | ||
Discretionary | 9 | 202.7 |
Non-Discretionary | 0 | 0.0 |
Total | 9 | 202.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 202.7 | |
Total | 9 | 202.7 |
Form D Directors | # Filings | # Firms | 2011 - 2024 | |
---|---|---|---|---|
Tyree Miller | 6 | |||
Expedition Capital Advisors LLC | 6 | |||
Ecp Investment Advisors LLC | 6 | |||
Expedition Fund III GP LP | 2 | |||
Jason Claro | 4 | |||
Frank Schubert | 4 | |||
Expedition Capital Fund II GP LLC | 3 | |||
Expedition Fund II GP LP | 3 | |||
Expedition Fund I GP LP | 2 | |||
Ecp II Ravinia Promote LLC | 1 | |||
View All |
Comparable Firms | State | AUM ($BB) |
---|---|---|
ESJ Capital Partners LLC
✚
|
FL | 0.2 |
Klaff Realty LP
✚
|
IL | 0.2 |
MP RIA LLC
✚
|
CO | 0.2 |
Winthrop Capital Advisors LLC
✚
|
MA | 0.2 |
Sortis Fund Manager LLC
✚
|
OR | 0.2 |
Hunt Investment Management LLC
✚
|
NY | 0.2 |
CMR Capital Management LLC
✚
|
CA | 0.2 |
Phoenix Realty Group LLC
✚
|
NY | 0.2 |
Gamma Real Estate Capital Management Inc
✚
|
NY | 0.2 |
VFPE Advisors LLC
✚
|
PA | 0.2 |