Ecosystem Investment Partners, LLC (Baltimore)

Ecosystem Investment Partners, LLC is a large advisory firm based in Baltimore. It manages $513.41 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Maryland.

Ecosystem Investment Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ecosystem Investment Partners: assets under management

The assets under management (AUM) of Ecosystem Investment Partners, LLC is $513.41 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 189% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $513.41 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $256.71 million each.

Ecosystem Investment Partners has custody of $369.33 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ecosystem Investment Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Ecosystem Investment Partners serves?

The only and largest group of clients of Ecosystem Investment Partners is pooled investment vehicles with 2 clients and $513.41 million of assets under management. Among the 9 most similar advisory firms, Ecosystem Investment Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $513.41 million for 2 clients. None of the firm’s clients are foreign persons or businesses.

Ecosystem Investment Partners also advises several private funds. Namely, two real estate funds. The minimum investment commitment required of non-related persons is $3,000,000 for each fund.

Careers at Ecosystem Investment Partners, LLC

The company employs 11 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Fred C Danforth	Managing partner	1 Mar 2007	50% - 75%	6141181
Nicholas Dilks	Managing partner	1 Mar 2007	Other	6141189
Llc Nhd Family Partners Ii	Member	1 Oct 2010	25% - 50%	90-0620163
Diane Christine Zorn	Chief compliance officer	1 May 2012	Other	2523463
Ellen G Perkins	Chief compliance officer	1 Mar 2013	Other	4374393
Fred C. Danforth Revocable Trust Of December 1997	Member	1 Jan 2016	25% - 50%	38-7167820
Adam I Davis	Managing partner	1 Jan 2016	Other	6918192
Heath A Rushing	Managing partner	1 Aug 2016	Other	6775566
Adam I Davis	Managing partner	1 Feb 2017	Other	6918192

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Helene B Dilks	Member	1 Mar 2007	25% - 50%	6823574
Nicholas Dilks	Managing member	1 Sep 2010	25% - 50%	6141189
Carlene Barbara Larsson	Trustee fred c danforth revocable trust	1 Jan 2016	Other	6823586

Based in Baltimore

The principal office where Ecosystem Investment Partners, LLC performs its advisory services is located at 5550 Newbury Street, Baltimore, MD 21209, which is also the mailing address of the firm. An additional office of the firm is in Sausalito, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 443-921-9441 or by fax 410-235-1503. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.