|
⚲
|
| ECP Investment Advisors LLC
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|
|
|---|---|
| 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 | ||||
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