The ECHELON PARTNERS USA is a privately held investment adviser that advises $355.08K in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. ECHELON PARTNERS USA 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 decreased by 93.08% over the last 5-years.
The Group has been registered with the SEC for 7.47 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 181 BAY STREET SUITE 2500, TORONTO, -. The Group has been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 7 employees comprised of 1 investment and 6 non-investment staff. The total number of Employees decreased by 73.08% over the last 5-years.
Their $355.08K in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 0 types of clients.
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.
The Group discloses management fees.
ECHELON PARTNERS USA names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.