# ETHOS INVESTMENT MANAGEMENT LP

ETHOS INVESTMENT MANAGEMENT LP of OREM, UT is an SEC exempt reporting adviser.

## Registration

- CRD: 318861
- Type: SEC exempt reporting adviser
- SEC file number: 802-123477
- Location: 730 S. SLEEPY RIDGE DR, SUITE 300, OREM, UT, 84059
- Phone: 617-733-5962
- Latest filing: 2026-03-30
- Total assets: $62.7M

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| [Richard Folsom](https://search.stillhousedata.com/person/673612) | EQUITY HOLDER | — |
| [James Chipman Fletcher](https://search.stillhousedata.com/person/721905) | FOUNDER & CHIEF INVESTMENT OFFICER; MEMBER | — |
| [Patricia Lynn Ball](https://search.stillhousedata.com/person/721906) | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | — |
| [WITKIN DANAJEAN SUNSHINE](https://search.stillhousedata.com/person/843583) | PARTNER & CHIEF OPERATING OFFICER | — |
| [FOLSOM RICHARD](https://search.stillhousedata.com/person/885804) | EQUITY HOLDER | — |
| [Fletcher James Chipman](https://search.stillhousedata.com/person/902592) | FOUNDER & CHIEF INVESTMENT OFFICER; MEMBER | — |
| [BALL PATRICIA LYNN](https://search.stillhousedata.com/person/907565) | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | — |


## Private funds (2)

Mix: Other Private Fund 1 · Hedge Fund 1

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| ETHOS EM SMID MASTER FUND LP | Other Private Fund | Cayman Islands | 22 | $48.6M | $1.0M |
| ETHOS PATHWAY EM FRONTIER FUND LP | Hedge Fund | Delaware | 3 | $14.1M | $1.0M |


## Fund service providers (1)

- administrator: NAV CONSULTING, INC. — 2 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/318861/brochure
- Similar advisers: https://search.stillhousedata.com/firm/318861/similar
- Related entities: https://search.stillhousedata.com/firm/318861/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/318861

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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.