Ecosystem Investment Partners, LLC
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Learn more about Ecosystem Investment Partners, LLC
Overview
Ecosystem Investment Partners, LLC operates as a financial advisory company headquartered in Baltimore, Maryland. The firm handles $1.0 billion in total assets across seven client accounts, placing it among the larger investment advisory firms in the nation by assets under management (AUM). It has a small team, including 18 financial advisors. Ecosystem Investment Partners, LLC does not act as a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as tradable financial investments such as options, stocks and bonds.
Ecosystem Investment Partners, LLC manages all of the company's accounts in a discretionary manner. Discretionary management means that transaction choices are made by a portfolio manager without requiring client approval. The investment advisory firm's average account size is $147.2 million. The average advisor at Ecosystem Investment Partners, LLC oversees fewer than one client account, making it one of the most individualized advisor firms in the country.
Ecosystem Investment Partners, LLC's headquarters is located at 5550 Newbury Street, Baltimore, Maryland 21209. Ecosystem Investment Partners, LLC is legally registered to provide services to investors throughout a number of states, including California and Maryland.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ecosystem Investment Partners, LLC by the Numbers
$1.0 billion
18
7
$147.2 million
Fee Structure
A financial advisor's fees largely depend on which service is provided. Fee types charged by the company most likely are comprised of any combination of the following fee structures: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company caters to pooled investment vehicles. Out of its seven customers, Ecosystem Investment Partners, LLC's largest client type is pooled investment vehicles. None of the company's customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Ecosystem Investment Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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