Ec Management Services, Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $352M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Escalate Capital Iv, Lp | Private Equity Fund | Delaware | $283M | 23 |
| Escalate Capital Partners Sbic Iii, Lp | Private Equity Fund | Delaware | $67.1M | 6 |
| Escalate Capital Partners Sbic I, L.P. | Private Equity Fund | Delaware | $1.9M | 3 |
| Escalate Capital I, L.P. | Private Equity Fund | Delaware | $288 | 27 |
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Aragona, Joseph, Charles | Member, Escalate Sbic Capital Management, Llc | May 2005 (21y) | 25% – 50% of Av Ec Partners I, Llc (indirect) | |
| Cockrell, James, Ross | Shareholder And Managing Director, Ec Management Services, Inc. | May 2005 (21y) | 50% – 75% | |
| Deangelis, Kenneth, Paul | Member, Escalate Sbic Capital Management, Llc | May 2005 (21y) | 25% – 50% of Av Ec Partners I, Llc (indirect) | |
| James, Simon, Patrick | Chief Financial Officer, Ec Management Services, Inc. | May 2005 (21y) | Less than 5% | |
| Schell, William, Anthony | Shareholder And Managing Director, Ec Management Services, Inc. | May 2005 (21y) | 50% – 75% | |
| Thornton, John, Douglas | Member | May 2005 (21y) | 25% – 50% of Av Ec Partners I, Llc (indirect) | |
| Wesner, Blaine, Fleming | Member | May 2005 (21y) | 25% – 50% of Av Ec Partners I, Llc (indirect) | |
| Bradshaw, Lawrence, Ryan | Chief Compliance Officer, Ec Management Services, Inc. | Jun 2014 (12y) | Less than 5% | |
| Julich, Christopher, Michael | Member And Manager, Escalate Sbic Capital Management Iii, Llc | Sep 2014 (12y) | 10% – 25% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ec Management I, L.P. | General Partner, Escalate Capital Management I | May 2005 | A | 50% – 75% |
| Av Ec Partners I, L.P. | General Partner, Escalate Capital Management I | May 2005 | A | 50% – 75% |
| Escalate Capital Management Co., L.L.C. | General Partner | May 2005 | B | GP / trustee / elected manager of Ec Management, L.P. (indirect) |
| Av Ec Partners I, Llc | General Partner | May 2005 | B | GP / trustee / elected manager of Av Ec Partners I, L.P. (indirect) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $352M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Escalate Capital Iv, Lp | Private Equity Fund | $283M | $50.0K | 23 |
| Escalate Capital Partners Sbic Iii, Lp | Private Equity Fund | $67.1M | $100K | 6 |
| Escalate Capital Partners Sbic I, L.P. | Private Equity Fund | $1.9M | $100K | 3 |
| Escalate Capital I, L.P. | Private Equity Fund | $288 | $100K | 27 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 1.51 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗