Echo Finance Llc
SEC-registered
Investment Adviser
CRD 317145
· SEC file 802-127887
· Philadelphia, PA
· www.echo-finance.com
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ADV data as of Mar 17, 2026
- 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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Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $138M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Off Wing Partners Lp | Private Equity Fund | Delaware | $86.0M | 28 |
| Echo Venture Fund Iii Llc | Private Equity Fund | Delaware | $28.6M | 28 |
| Echo Venture Fund I Llc | Private Equity Fund | Delaware | $20.0M | 16 |
| Echo Venture Fund Ii Llc | Private Equity Fund | Delaware | $3.3M | 9 |
Private funds (4, $138M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Off Wing Partners Lp | Private Equity Fund | $86.0M | $200K | 28 |
| Echo Venture Fund Iii Llc | Private Equity Fund | $28.6M | $25.0K | 28 |
| Echo Venture Fund I Llc | Private Equity Fund | $20.0M | $50.0K | 16 |
| Echo Venture Fund Ii Llc | Private Equity Fund | $3.3M | $50.0K | 9 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 1.11 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 17, 2026.
View current Form ADV (SEC/IAPD) ↗