# Ecosystem Investment Partners, LLC

> Ecosystem Investment Partners, LLC is an SEC-registered investment advisory firm in Baltimore, MD, registered since 2013, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 165149
- Filed as: ECOSYSTEM INVESTMENT PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Baltimore, MD
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/165149
- AdvisorCensus page: https://advisorcensus.com/firm/ecosystem-investment-partners-llc-baltimore-md-165149

## Quick answers

**How is Ecosystem Investment Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ecosystem Investment Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Ecosystem Investment Partners, LLC located?**
Ecosystem Investment Partners, LLC's principal office is in Baltimore, MD, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Ecosystem Investment Partners, LLC registered with the SEC or a state?**
Ecosystem Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 165149.

**How much does Ecosystem Investment Partners, LLC manage?**
Ecosystem Investment Partners, LLC reports $1,278,830,036 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Ecosystem Investment Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Ecosystem Investment Partners, LLC: Regulatory assets under management: $918,845,032 in the October 2021 data and $1,278,830,036 in the October 2026 data, up 39%. Total employees: 17 in October 2021 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Ecosystem Investment Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7).

**Does Ecosystem Investment Partners, LLC report any disciplinary disclosures?**
Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/165149

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $1,278,830,036
- Discretionary: $1,278,830,036
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $1,278,830,036 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2013 (13 years)
- Employees: 20 total, 20 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MD
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5): Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/165149

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Sausalito, CA

### Websites listed on Form ADV (Item 1.I)
- ecosystempartners.com
- vimeo.com/ecosystempartners
- LinkedIn @ecosystem-investment-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $918,845,032 | 17 | June 29, 2021 |
| October 2022 | $934,649,456 | 17 | August 16, 2022 |
| October 2023 | $1,024,837,491 | 18 | June 14, 2023 |
| October 2024 | $985,216,262 | 19 | September 27, 2024 |
| October 2025 | $1,287,106,772 | 20 | March 31, 2025 |
| October 2026 | $1,278,830,036 | 20 | March 31, 2026 |

Regulatory assets under management: $918,845,032 in the October 2021 data and $1,278,830,036 in the October 2026 data, up 39%.
Total employees: 17 in October 2021 and 20 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ecosystem Investment Partners, LLC (CRD 165149): Form ADV filing data as of October 2026.