ECHO POINT INVESTMENT MANAGEMENT, LLC

ECHO POINT INVESTMENT MANAGEMENT, LLC of WEST CONSHOHOCKEN, PA is an SEC-registered investment adviser (CRD 154105). Regulatory assets under management: $263.0M.

Registration

CRD: 154105
SEC file number: 801-71688
Type: Registered investment adviser
Location: ONE TOWER BRIDGE, 100 FRONT STREET - SUITE 1230, WEST CONSHOHOCKEN, PA, 19428
Phone: 610-234-4203
Latest filing: 2013-11-14
Regulatory AUM: $263.0M
Discretionary AUM: $263.0M
Clients: 13
Accounts: 8

Officers, owners & control persons (9)

Name	Role	Location
TURPIN THOMAS MOYNIHAN	PRESIDENT AND MANAGER	—
WELLMAN STEPHEN M	CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER	—
GIBSON LINDA TILTON	MEMBER OF BOARD OF MANAGERS	—
MIKOLAICHIK JAMES EDWARD	MEMBER OF BOARD OF MANAGERS	—
VAN DEN BERG JOHANNES B	CHIEF EXECUTIVE OFFICER; INTEREST IN KEY EMPLOYEE-OWNED LIMITED PARTNERSHIP	—
RIORDAN AIDAN JOHN	MEMBER OF BOARD OF MANAGERS	—
YUTER AMY S	CHIEF COMPLIANCE OFFICER	—
BERGER MATTHEW ETHAN	TREASURER	—
GULINELLO JOAN ROSE	SECRETARY	—

Private funds (1)

Fund	Type	Formed	Owners	Gross asset value	Min investment
ECHO POINT INTERNATIONAL GROWTH EQUITY FUND	Private Equity Fund	—	7	$47.1M	$1.0M

Fund service providers (1)

administrator: NORTHEAST RETIREMENT SERVICES, INC.

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