Ecp Investment Advisors Llc
- Regulatory AUM
- $168M
- Discretionary
- $168M
- Clients
- 13
- Avg AUM / client
- $12.9M
- Accounts
- 13
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 13 | $168M | 100.0% |
Private funds (9)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $161M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Excap Investment Partners Iii Lp | Real Estate Fund | Delaware | $50.7M | 52 |
| Expedition Co Investment Partners I Lp | Real Estate Fund | Delaware | $45.2M | 52 |
| Expedition Co Investment Partners Ii Lp | Real Estate Fund | Delaware | $41.6M | 45 |
| Ecp Iii Lynnwood Co Investment Lp | Real Estate Fund | Delaware | $7.6M | 28 |
| Ecp Ii Middletown Co Investment Lp | Real Estate Fund | Delaware | $7.3M | 8 |
| Ecp Ii Ravinia Co Investment Lp | Real Estate Fund | Texas | $3.5M | 21 |
| Ecp Ii Arbor Ridge Co Investment Lp | Real Estate Fund | Texas | $2.9M | 19 |
| Ecp Side Car Suwanee Lp | Real Estate Fund | Texas | $1.5M | 20 |
| Ecp Ii Lakebridge Co Investment Lp | Real Estate Fund | Delaware | $656K | 11 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Claro, Jason, Alexander | Member | Jul 2016 (10y) | 25% – 50% of Expedition Capital Partners Gp Llc (indirect) | |
| Schubert, Frank, Brittain | Chief Compliance Officer | Jul 2016 (10y) | 25% – 50% of Expedition Capital Partners Gp Llc (indirect) | |
| Summers, Elisa, Hill | Trustee | Aug 2022 (4y) | GP / trustee / elected manager of Liberty Trust (indirect) | |
| Washburne, Heather, Hill | Trustee | Aug 2022 (4y) | GP / trustee / elected manager of Hope Trust (indirect) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ecp Services Lp | Managing Member | Jul 2016 | A | 75% or more |
| Expedition Capital Holdings Llc | Limited Partner | Jul 2016 | B | ≈ 56.25% – 100% via Ecp Services Lp |
| Hope Trust | Member | Jul 2016 | B | ≈ 28.13% – 75% via Expedition Capital Holdings Llc |
| Liberty Trust | Member | Jul 2016 | B | ≈ 28.13% – 75% via Expedition Capital Holdings Llc |
| Expedition Capital Partners Gp Llc | General Partner | Jul 2016 | B | GP / trustee / elected manager of Ecp Services Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Expedition Capital Holdings Llc: 75% – 100% of Ecp Services Lp × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Hope Trust: 50% – 75% of Expedition Capital Holdings Llc × 75% – 100% of Ecp Services Lp × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Liberty Trust: 50% – 75% of Expedition Capital Holdings Llc × 75% – 100% of Ecp Services Lp × 75% – 100% direct ≈ 28.13% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (9, $161M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Excap Investment Partners Iii Lp | Real Estate Fund | $50.7M | $1.0M | 52 |
| Expedition Co Investment Partners I Lp | Real Estate Fund | $45.2M | $1.0M | 52 |
| Expedition Co Investment Partners Ii Lp | Real Estate Fund | $41.6M | $1.0M | 45 |
| Ecp Iii Lynnwood Co Investment Lp | Real Estate Fund | $7.6M | $100K | 28 |
| Ecp Ii Middletown Co Investment Lp | Real Estate Fund | $7.3M | $250K | 8 |
| Ecp Ii Ravinia Co Investment Lp | Real Estate Fund | $3.5M | $30.0K | 21 |
| Ecp Ii Arbor Ridge Co Investment Lp | Real Estate Fund | $2.9M | $10.0K | 19 |
| Ecp Side Car Suwanee Lp | Real Estate Fund | $1.5M | $100K | 20 |
| Ecp Ii Lakebridge Co Investment Lp | Real Estate Fund | $656K | $100K | 11 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 4.75 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗