ECHELON MANAGEMENT, LLC
Legal name: ECHELON MANAGEMENT
CRD #318674 SEC #802-125716 EVANSTON, WY 617-285-0330
State Registered Exempt Reporting Private Funds
Total AUM
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Discretionary
--
Employees
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Clients
--
Accounts
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Firm Details
- Organization Type
- --
- State of Formation
- --
- Fiscal Year End
- --
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Moxley, Joel, Forrest | I | MANAGING PARTNER | E | Control |
| Moxley, Joel, Forrest | I | MANAGING PARTNER | E | Control |
| Moxley, Joel, Forrest | I | MANAGING PARTNER | E | Control |
| Moxley, Joel, Forrest | I | MANAGING PARTNER | E | Control |
| ECHELON OWNERSHIP GROUP, LLC | DE | OWNER | B | |
| ECHELON OWNERSHIP GROUP, LLC | DE | OWNER | B | |
| ECHELON OWNERSHIP GROUP, LLC | DE | OWNER | B | |
| ECHELON OWNERSHIP GROUP, LLC | DE | OWNER | B | |
| FABER, KERRI, DRU | I | CEO | A | |
| FABER, KERRI, DRU | I | PARTNER | A | |
| FABER, KERRI, DRU | I | PARTNER | A | |
| LOOMIS, KERRI, DRO | I | CEO | A |
Registrations
Federal
ERA
Mar 31, 2025 REGISTERED
Address
221 10TH STREETEVANSTON, WY 82930
United States
Phone: 617-285-0330