Echo Point Investment Management, LLC (West Conshohocken)

Name: Echo Point Investment Management, LLC
Address: One Tower Bridge, West Conshohocken, PA, 19428
Telephone: 610-234-4203

Echo Point Investment Management, LLC is a large advisory firm based in West Conshohocken. It manages $263 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Pennsylvania.

Echo Point Investment Management provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Echo Point Investment Management: assets under management

The assets under management (AUM) of Echo Point Investment Management, LLC is $263 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -84% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $263 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $32.88 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Echo Point Investment Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Echo Point Investment Management, LLC

Aidan John Riordan joined the executive team most recently as the Member Of Board Of Managers.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Old Mutual (Us) Holdings	100% shareholder	1 May 2010	75% - 100%	04-2714625
Stephen M Wellman	Chief operating officer & chief compliance officer	1 Sep 2010	Other	2080023
Johannes B Van Den Berg	Chief executive officer	1 Oct 2010	Other	2550186
James Edward Mikolaichik	Member of board of managers	1 Oct 2010	Other	5047043
Linda Tilton Gibson	Member of board of managers	1 Oct 2010	Other	1754883
Inc. Old Mutual (Us) Holdings	Majority shareholder	1 Nov 2010	50% - 75%	04-2714625
Echo Point Investment Holdings Lp	Key employee-owned limited partnership	1 Nov 2010	25% - 50%	27-3069777
Aidan John Riordan	Member of board of managers	1 Jul 2011	Other	2394294

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Om Group (Uk) Limited	100% shareholder of old mutual (us) holdings inc	1 Jun 2010	75% - 100%	foreign
Old Mutual Plc	100% shareholder of old mutual group (uk) limited	1 Jun 2010	75% - 100%	foreign
Echo Point Investment Gp Llc	Gp of key employee-owned limited partnership	1 Nov 2010	Other	applied for
Johannes B Van Den Berg	Interest in key employee-owned limited partnership	1 Nov 2010	25% - 50%	2550186

Based in West Conshohocken

The principal office where Echo Point Investment Management, LLC performs its advisory services is located at One Tower Bridge, West Conshohocken, PA 19428, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-234-4203 or by fax 610-456-9638. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.echopointim.com.