RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2015
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DAVIS, RYAN, GREGORYICHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER/COONA Control
DAVIS, RYAN, GREGORYICHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICERNA Control
DAVIS, RYAN, GREGORYICHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICERNA Control
DAVIS, RYAN, GREGORYICHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICERNA Control
DAVIS, RYAN, GREGORYICHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICERNA Control
DAVIS, RYAN, GREGORYICHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICERNA Control
DAVIS, RYAN, GREGORYICHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER/COONA Control
DAVIS, RYAN, GREGORYICHIEF FINANCIAL OFFICERNA Control
DAVIS, RYAN, GREGORYICHIEF FINANCIAL OFFICERNA Control
JONES, CHARLES, PRENTISSIHEAD OF TECHNOLOGY/CHIEF COMPLIANCE OFFICERNA Control
JONES, CHARLES, PRENTISSIHEAD OF TECHNOLOGY/CHIEF COMPLIANCE OFFICERNA Control
JONES, CHARLES, PRENTISSIHEAD OF TECHNOLOGY/CHIEF COMPLIANCE OFFICERNA Control
JONES, CHARLES, PRENTISSIHEAD OF TECHNOLOGY/CHIEF COMPLIANCE OFFICERNA Control
SHEIKH, AAMIR, MOHAMMADICO-MANAGING MEMBER/CHIEF EXECUTIVE OFFICERNA Control
SHEIKH, AAMIR, MOHAMMADICHIEF EXECUTIVE OFFICERNA Control
SHEIKH, AAMIR, MOHAMMADICHIEF EXECUTIVE OFFICERNA Control
SHEIKH, AAMIR, MOHAMMADICHIEF EXECUTIVE OFFICERNA Control
SHEIKH, AAMIR, MOHAMMADICHIEF EXECUTIVE OFFICERNA Control
SHEIKH, AAMIR, MOHAMMADICHIEF EXECUTIVE OFFICERNA Control
SHEIKH, AAMIR, MOHAMMADICHIEF EXECUTIVE OFFICERNA Control
SHEIKH, AAMIR, MOHAMMADICHIEF EXECUTIVE OFFICERNA Control
SHEIKH, AAMIR, MOHAMMADICHIEF EXECUTIVE OFFICERNA Control
SHEIKH, AAMIR, MOHAMMADICHIEF EXECUTIVE OFFICERNA Control
SHEIKH, AAMIR, MOHAMMADICO-MANAGING MEMBER/CHIEF EXECUTIVE OFFICERNA Control
SHEIKH, AAMIR, MOHAMMADICHIEF INVESTMENT OFFICERNA
SHEIKH, AAMIR, MOHAMMADICHIEF INVESTMENT OFFICERNA Control
SHEIKH, AAMIR, MOHAMMADICO-MANAGING MEMBERNA Control
MOLDOW FAMILY TRUSTDEMEMBERC Control
MOLDOW FAMILY TRUSTDEMEMBERC Control
MOLDOW, CHARLES, PETERIMEMBERC Control
MOLDOW, CHARLES, PETERIMEMBERC Control
MOLDOW, CHARLES, PETERIMEMBERC Control
MOLDOW, CHARLES, PETERIMEMBERC Control
MOLDOW, CHARLES, PETERIMEMBERC Control
MOLDOW, CHARLES, PETERIMEMBERC Control
MOLDOW, CHARLES, PETERIMEMBERC Control
MOLDOW, CHARLES, PETERIMEMBERC Control
MOLDOW, CHARLES, PETERIMEMBERC Control
MOLDOW, CHARLES, PETERIMEMBERC Control
MOLDOW, CHARLES, PETERIMEMBERC Control
MOLDOW, CHARLES, PETERIMEMBERC Control
RYLES, SCOTT, ALLENIMANAGING MEMBERC Control
RYLES, SCOTT, ALLENIMANAGING MEMBERC Control
RYLES, SCOTT, ALLENICO-MANAGING MEMBERC Control
TRENCHARD, WILLIAM, JAMESIMEMBERC Control
TRENCHARD, WILLIAM, JAMESIMEMBERC Control
TRENCHARD, WILLIAM, JAMESIMEMBERC Control
TRENCHARD, WILLIAM, JAMESIMEMBERC Control
TRENCHARD, WILLIAM, JAMESIMEMBERC Control
TRENCHARD, WILLIAM, JAMESIMEMBERC Control
TRENCHARD, WILLIAM, JAMESIMEMBERC Control
TRENCHARD, WILLIAM, JAMESIMEMBERC Control
TRENCHARD, WILLIAM, JAMESIMEMBERC Control
TRENCHARD, WILLIAM, JAMESIMEMBERC Control
TRENCHARD, WILLIAM, JAMESIMEMBERC Control
TRENCHARD, WILLIAM, JAMESIMEMBERC Control
TRENCHARD, WILLIAM, JAMESIMEMBERC Control
TRENCHARD, WILLIAM, JAMESIMEMBERC Control
RUDD, ANDREW, THOMASIMEMBERB
RUDD, ANDREW, THOMASIMEMBERB
RUDD, ANDREW, THOMASIMEMBERB
RYLES, SCOTT, ALLENICO-MANAGING MEMBERB Control
RYLES, SCOTT, ALLENIMANAGING MEMBERB Control
RYLES, SCOTT, ALLENIMANAGING MEMBERB Control
RYLES, SCOTT, ALLENIMANAGING MEMBERB Control
RYLES, SCOTT, ALLENIMANAGING MEMBERB Control
RYLES, SCOTT, ALLENIMANAGING MEMBERB Control
RYLES, SCOTT, ALLENIMANAGING MEMBERB Control
RYLES, SCOTT, ALLENIMANAGING MEMBERB Control
RYLES, SCOTT, ALLENIMANAGING MEMBERB Control
RYLES, SCOTT, ALLENIMANAGING MEMBERB Control
RYLES, SCOTT, ALLENICO-MANAGING MEMBERB Control
RUDD, ANDREW, THOMASIMEMBERA
RUDD, ANDREW, THOMASIMEMBERA
RUDD, ANDREW, THOMASIMEMBERA
RUDD, ANDREW, THOMASIMEMBERA
RUDD, ANDREW, THOMASIMEMBERA
RUDD, ANDREW, THOMASIMEMBERA
RUDD, ANDREW, THOMASIMEMBERA
RUDD, ANDREW, THOMASIMEMBERA
RUDD, ANDREW, THOMASIMEMBERA
RUDD, ANDREW, THOMASIMEMBERA
RUDD, ANDREW, THOMASIMEMBERA

Registrations

Federal

ERA
Mar 31, 2015 REGISTERED

Notice Filings (1)

CA

Address

ONE KAISER PLAZA
SUITE 1485
OAKLAND, CA 94612
United States
Phone: 925-785-1261