ECHELON CAPITAL STRATEGIES, LLC
ECHELON CAPITAL STRATEGIES, LLC of OAKLAND, CA is an SEC-registered investment adviser (CRD 169484). Regulatory assets under management: $14.4M.
Registration
- CRD: 169484
- SEC file number: 801-106713
- Type: Registered investment adviser
- 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 | Gross asset value | 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
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