Provided by Convergence Inc.
Institutional intelligence for the asset management industry

EC VENTURES V

Business and Investment Profile

The EC VENTURES V is a privately held investment adviser that advises $292.18mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. EC VENTURES V is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets remained the same over the last few years.

Regulatory Profile

The Group has been registered with the SEC for 0.39 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 422 EAST VERMIJO AVENUE, SUITE 200A, COLORADO SPRINGS, COLORADO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 8 employees comprised of 5 investment and 3 non-investment staff. The total number of Employees remained the same over the last few years.

Asset Profile

Their $292.18mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 18 other accounts. Assets of High Net Worth Individuals clients own $126.15mn or 43.17% of Total Assets and Corporations or Other Businesses own $110.5mn or 37.82% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 3 types of clients, top clients are High Net Worth Individuals and Corporations or Other Businesses.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

EC VENTURES V names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: EC VENTURES V

View the complete Convergence profile with structured details, filings context, and derived signals.

View full profile
Keywords: EC Ventures V
Generated 2026-09-12T06:51:29.7148272.  © 2026 Convergence.