# ECHELON CAPITAL STRATEGIES, LLC

ECHELON CAPITAL STRATEGIES, LLC of OAKLAND, CA is an SEC-registered investment adviser.

## Registration

- CRD: 169484
- Type: SEC-registered investment adviser
- SEC file number: 801-106713
- Location: 555 12TH STREET, SUITE 500, OAKLAND, CA, 94607
- Phone: 415-279-3321
- Latest filing: 2019-03-29
- Regulatory AUM: $14.4M
- Discretionary AUM: $14.4M
- Clients: 5
- Accounts: 3

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| RUDD ANDREW THOMAS | MEMBER | — |
| TRENCHARD WILLIAM JAMES | MEMBER | — |
| RYLES SCOTT ALLEN | CO-MANAGING MEMBER; MANAGING MEMBER | — |
| SHEIKH AAMIR MOHAMMAD | CHIEF EXECUTIVE OFFICER; CHIEF INVESTMENT OFFICER; CO-MANAGING MEMBER (+1 more) | — |
| DAVIS RYAN GREGORY | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER; CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER/COO; CHIEF FINANCIAL OFFICER | — |
| MOLDOW CHARLES PETER | MEMBER | — |
| JONES CHARLES PRENTISS | HEAD OF TECHNOLOGY/CHIEF COMPLIANCE OFFICER | — |


## Private funds (3)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| ECHELON SPECIAL OPPORTUNITIES FUND, L.P. | Hedge Fund | — | 9 | $7.8M | $500K |
| ECHELON CAPITAL FUND, L.P. | Hedge Fund | — | 70 | $4.4M | $500K |
| ECHELON DIVERSIFIED FUND, L.P. | Hedge Fund | — | 39 | $2.2M | $500K |


## Fund service providers (1)

- administrator: OPUS FUND SERVICES — 3 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169484/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169484/similar
- Related entities: https://search.stillhousedata.com/firm/169484/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169484

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.