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| ECP Investment Advisors LLC
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| CRD # | 284686 |
| SEC # | 801-108280 |
| CIK # | |
| AUM | 167.7 M (2026-03-30) |
| Employees | 11 (100% Investors, 0% Brokers) |
| Phone | 214-922-1063 |
| Address | 5949 Sherry Lane Dallas, TX 75225 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | ECP III Fountains Co-Investment LP | 2026-03-30 | 3.1 M | |
| RE | ECP III Lynnwood Co-Investment II LLC | 2026-03-30 | 1.1 M | |
| RE | ECP CCP Retail LP | 2025-03-31 | 44.0 M | |
| RE | ECP III Enclave Co-Investment LP | [2025-03-31] | 3.2 M | 3.4 M |
| Offered $3,250,000 · Filed 2024-10-29 (D) · Exemption 506(b), 3(c), 3(c)(1) · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | ECP III Lynnwood Co-Investment LP | [2023-03-30] | 4.8 M | 2.4 M |
| Offered $8,000,000 · Filed 2022-05-11 (D) · Exemption 506(b) · Minimum $100,000 · Remaining $3,225,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Excap Investment Partners III LP | [2023-03-30] | 51.3 M | 42.4 M |
| Offered $275,000,000 · Filed 2022-05-10 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $1,000,000 · Remaining $223,700,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | ECP II Arbor Ridge Co-Investment LP | [2022-03-30] | 3.1 M | 0.2 M |
| Offered $3,150,000 · Filed 2021-11-30 (D) · Exemption 506(b) · Minimum $10,000 · Remaining $90,000 · Duration One year or less · Revenue Not Applicable | ||||
| RE | ECP II Ravinia Co-Investment LP | [2022-03-30] | 3.7 M | 0.6 M |
| Offered $3,720,000 · Filed 2021-12-21 (D) · Exemption 506(b) · Minimum $30,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | ECP II Lakebridge Co-Investment LP | [2021-03-30] | 2.5 M | 0.7 M |
| Filed 2020-02-14 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| RE | ECP II Middletown Co-Investment LP | [2020-03-19] | 6.2 M | 9.2 M |
| Filed 2019-09-27 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| RE | Expedition Co-Investment Partners II LP | [2019-03-25] | 61.5 M | 32.0 M |
| Filed 2020-08-27 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| RE | ECP Side-Car Suwanee LP | [2018-03-20] | 3.5 M | 0.1 M |
| Offered $3,500,000 · Filed 2018-06-05 (D) · Exemption 506(b), 3(c), 3(c)(1) · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Expedition Co-Investment Partners I LP | [2016-11-22] | 67.2 M | 28.8 M |
| Offered $125,000,000 · Filed 2016-09-07 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining $57,800,000 · Duration More than one year · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($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 | 13 | 167.7 |
| (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 | 13 | 167.7 |
| By Discretionary | ||
| Discretionary | 13 | 167.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13 | 167.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 167.7 | |
| Total | 13 | 167.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Jason Claro | Executive Officer | 8 | 2 | |
| Expedition Capital Advisors LLC | Executive Officer | 8 | 2 | |
| Frank Schubert | Executive Officer | 8 | 2 | |
| Tyree Miller | Executive Officer | 6 | 2 | |
| Ecp Investment Advisors LLC | Executive Officer | 6 | 2 | |
| Ecp Investment Advisors LLC | Executive Officer | 3 | 2 | |
| Expedition Fund III GP LP | Executive Officer | 2 | 2 | |
| Expedition Fund II GP LP | Executive Officer | 3 | 1 | |
| Expedition Capital Fund II GP LLC | Director | 3 | 1 | |
| Expedition Fund I GP LP | Director, Promoter | 2 | 1 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity, Real Estate |
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