ECHELON CAPITAL STRATEGIES, LLC
CRD #169484 SEC #802-78799 OAKLAND, CA 925-785-1261
State Registered Exempt Reporting Private Funds
Total AUM
$14.4M
Discretionary
$14.4M
Employees
5
Clients
--
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $14.4M | $14.4M | $0 | 5 | 0 |
| Jun 2018 | $276M | $276M | $0 | 4 | 0 |
| Jun 2018 | $276M | $276M | $0 | 4 | 0 |
| May 2018 | $276M | $276M | $0 | 4 | 0 |
| Mar 2018 | $276M | $276M | $0 | 6 | 0 |
| Mar 2017 | $344M | $344M | $0 | 10 | 1 |
| Oct 2016 | $296M | $296M | $0 | 9 | 1 |
| Jun 2016 | $296M | $296M | $0 | 9 | 1 |
| Mar 2016 | $296M | $296M | $0 | 9 | 1 |
| Sep 2015 | $230.3M | $230.3M | $0 | 8 | 1 |
DateMar 2019
Total AUM$14.4M
Discretionary$14.4M
Non-Disc.$0
Employees5
Clients0
DateJun 2018
Total AUM$276M
Discretionary$276M
Non-Disc.$0
Employees4
Clients0
DateJun 2018
Total AUM$276M
Discretionary$276M
Non-Disc.$0
Employees4
Clients0
DateMay 2018
Total AUM$276M
Discretionary$276M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$276M
Discretionary$276M
Non-Disc.$0
Employees6
Clients0
DateMar 2017
Total AUM$344M
Discretionary$344M
Non-Disc.$0
Employees10
Clients1
DateOct 2016
Total AUM$296M
Discretionary$296M
Non-Disc.$0
Employees9
Clients1
DateJun 2016
Total AUM$296M
Discretionary$296M
Non-Disc.$0
Employees9
Clients1
DateMar 2016
Total AUM$296M
Discretionary$296M
Non-Disc.$0
Employees9
Clients1
DateSep 2015
Total AUM$230.3M
Discretionary$230.3M
Non-Disc.$0
Employees8
Clients1