# Echelon Investment Partners LP

> Echelon Investment Partners LP is an exempt reporting adviser in Boca Raton, FL, filing reports since 2019. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 300855
- Filed as: ECHELON INVESTMENT PARTNERS LP
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: Boca Raton, FL
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/300855
- AdvisorCensus page: https://advisorcensus.com/firm/echelon-investment-partners-lp-boca-raton-fl-300855

## Quick answers

**Where is Echelon Investment Partners LP located?**
Echelon Investment Partners LP's principal office is in Boca Raton, FL, according to its Form ADV.

**How does Echelon Investment Partners LP report to regulators?**
Echelon Investment Partners LP is an exempt reporting adviser, filing reports since 2019. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 300855.

**Does Echelon Investment Partners LP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/300855

## From the Form ADV filing

### Firm details
- Reporting since: 2019 (7 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | June 8, 2021 |
| October 2022 | Not reported | Not reported | July 6, 2022 |
| October 2023 | Not reported | Not reported | June 30, 2023 |
| October 2024 | Not reported | Not reported | March 20, 2024 |
| October 2025 | Not reported | Not reported | March 14, 2025 |
| October 2026 | Not reported | Not reported | March 6, 2026 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Echelon Investment Partners LP (CRD 300855): Form ADV filing data as of October 2026.