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Ecp Investment Advisors LLC

● SEC registered since 2016CRD 284686SEC# 801-108280Dallas, TX
Export (members)
Ranks #5,343 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$167.7M
Fund GAV
$168M
Private funds
13
Employees
11
Accounts
13
Location
Dallas, TX

Ecp Investment Advisors LLC assets under management

Ecp Investment Advisors LLC operates as an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2016. It reports $167.7 million in regulatory assets under management and employs 11 people. Ecp Investment Advisors LLC manages 13 private funds with combined gross assets of $168 million, including Ecp Ccp Retail LP. By regulatory assets, it ranks 5,343 of 6,030 private fund managers.

Ecp Investment Advisors LLC private funds

13 funds · $168M GAV
FundTypeGross assetsMin.
Ecp Ccp Retail LPReal Estate$44M$5M
Excap Investment Partners III LPReal Estate$42.4M$1M
Expedition Co-Investment Partners II LPReal Estate$32M$1M
Expedition Co-Investment Partners I LPReal Estate$28.8M$1M
Ecp II Middletown Co-Investment LPReal Estate$9.2M$250K
Ecp III Enclave Co-Investment LPReal Estate$3.4M$250K
Ecp III Fountains Co-Investment LPReal Estate$3.1M$250K
Ecp III Lynnwood Co-Investment LPReal Estate$2.4M$100K
Ecp III Lynnwood Co-Investment II LLCReal Estate$1.1M$250K
Ecp II Lakebridge Co-Investment LPReal Estate$656K$100K
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Ecp Investment Advisors LLC owners & executives

10 reported
NameTitleOwnershipSince
Ecp Services LP ControlManaging MemberOver 75%2016
Frank Brittain Schubert ControlChief Compliance OfficerUnder 5%2016
Elisa Hill SummersTrustee2022
Expedition Capital Holdings LLCLimited PartnerOver 75%2016
Expedition Capital Partners GP LLCGeneral Partner2016
Frank Brittain Schubert ControlMember25-50%2016
Heather Hill WashburneTrustee2022
Hope TrustMember50-75%2016
Jason Alexander Claro ControlMember25-50%2016
Liberty TrustMember50-75%2016

Frequently asked questions

How much does Ecp Investment Advisors LLC manage?

Ecp Investment Advisors LLC reports $167.7 million in regulatory assets under management on its Form ADV.

How many private funds does Ecp Investment Advisors LLC manage?

Ecp Investment Advisors LLC manages 13 private funds with combined gross assets of $168 million.

How many employees does Ecp Investment Advisors LLC have?

Ecp Investment Advisors LLC reports 11 employees.

Where is Ecp Investment Advisors LLC located?

Ecp Investment Advisors LLC is based in Dallas, TX and has been SEC-registered since 2016.

Does Ecp Investment Advisors LLC disclose fund performance?

Ecp Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5949 Sherry Lane, Suite 800, Dallas, TX 75225
Phone(214) 922-1063
Office hours8a.m.-5p.m.
SEC regionFort Worth Regional Office (FWRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Regulatory AUM

$167.7M▼ 8%
Mar '25 — $182.4MApr '25 — $182.4MMay '25 — $182.4MJun '25 — $182.4MJul '25 — $182.4MAug '25 — $182.4MSep '25 — $182.4MOct '25 — $182.4MNov '25 — $182.4MDec '25 — $182.4MJan '26 — $182.4MFeb '26 — $182.4MMar '26 — $167.7MApr '26 — $167.7MMay '26 — $167.7MJun '26 — $167.7MJul '26 — $167.7M
Mar '25Form ADV, monthlyJul '26

How this firm compares

Regulatory AUMTop 80%
Larger than 20% of 16,306 advisers
AUM vs fund managersTop 89%
Larger than 11% of 6,030 private-fund managers
Number of fundsTop 19%
More funds than 81% of fund managers
EmployeesTop 38%
More than 62% of 16,824 advisers

Assets under management

$167.7Mregulatory AUM
Discretionary $167.7M

Service providers