ETHOS INVESTMENT MANAGEMENT LP
CRD #318861 SEC #802-123477 OREM, UT 617-733-5962
State Registered Exempt Reporting Private Funds
Total AUM
--
Discretionary
--
Employees
--
Clients
--
Accounts
--
Firm Details
- Organization Type
- --
- State of Formation
- --
- Fiscal Year End
- --
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
- LEI
- 98450007AC00E3A6AB36
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ETHOS INVESTMENT MANAGEMENT (GP) LLC | DE | GENERAL PARTNER | NA | Control |
| ETHOS INVESTMENT MANAGEMENT (GP) LLC | DE | GENERAL PARTNER | NA | Control |
| ETHOS INVESTMENT MANAGEMENT (GP) LLC | DE | GENERAL PARTNER | NA | Control |
| ETHOS INVESTMENT MANAGEMENT (GP) LLC | DE | GENERAL PARTNER | NA | Control |
| ETHOS INVESTMENT MANAGEMENT (GP) LLC | DE | GENERAL PARTNER | NA | Control |
| ETHOS INVESTMENT MANAGEMENT (GP) LLC | DE | GENERAL PARTNER | NA | Control |
| Fletcher, James, Chipman | I | FOUNDER & CHIEF INVESTMENT OFFICER | D | Control |
| Fletcher, James, Chipman | I | FOUNDER & CHIEF INVESTMENT OFFICER | D | Control |
| Fletcher, James, Chipman | I | FOUNDER & CHIEF INVESTMENT OFFICER | D | Control |
| Fletcher, James, Chipman | I | FOUNDER & CHIEF INVESTMENT OFFICER | D | Control |
| Fletcher, James, Chipman | I | FOUNDER & CHIEF INVESTMENT OFFICER | D | Control |
| Fletcher, James, Chipman | I | FOUNDER & CHIEF INVESTMENT OFFICER | D | Control |
| BALL, PATRICIA, LYNN | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | A | Control |
| BALL, PATRICIA, LYNN | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | A | Control |
| BALL, PATRICIA, LYNN | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | A | Control |
| FOLSOM, RICHARD | I | EQUITY HOLDER | A | |
| FOLSOM, RICHARD | I | EQUITY HOLDER | A | |
| FOLSOM, RICHARD | I | EQUITY HOLDER | A | |
| FOLSOM, RICHARD | I | EQUITY HOLDER | A | |
| FOLSOM, RICHARD | I | EQUITY HOLDER | A | |
| FOLSOM, RICHARD | I | EQUITY HOLDER | A | |
| WITKIN, DANAJEAN, SUNSHINE | I | PARTNER & CHIEF OPERATING OFFICER | A | Control |
| WITKIN, DANAJEAN, SUNSHINE | I | PARTNER & CHIEF OPERATING OFFICER | A | Control |
| WITKIN, DANAJEAN, SUNSHINE | I | PARTNER & CHIEF OPERATING OFFICER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Fletcher, James, Chipman | I | ETHOS INVESTMENT MANAGEMENT (GP) LLC | E | Control |
| Fletcher, James, Chipman | I | ETHOS INVESTMENT MANAGEMENT (GP) LLC | E | Control |
| Fletcher, James, Chipman | I | ETHOS INVESTMENT MANAGEMENT (GP) LLC | E | Control |
| Fletcher, James, Chipman | I | ETHOS INVESTMENT MANAGEMENT (GP) LLC | E | Control |
Registrations
Federal
ERA
Mar 31, 2025 REGISTERED
Address
730 S. SLEEPY RIDGE DRSUITE 300
OREM, UT 84059
United States
Phone: 617-733-5962