Echo Creek Capital, LLC

Echo Creek Capital, LLC provides discretionary and non-discretionary investment management to individuals and institutions through separately managed accounts, overseeing roughly $22 million in discretionary assets across about 32 client accounts. Services focus on customized portfolio management and ongoing account review, with advisory compensation typically billed as a percentage of assets under management.

The firm employs both fundamental and technical analysis to construct and monitor portfolios and may use options and other derivatives as part of its investment strategies; it also discloses that borrowing (margin) can be used within separately managed accounts and describes the attendant risks. Echo Creek offers performance-based fee arrangements—calculated as a share of net capital appreciation for qualified clients—and manages those accounts alongside asset‑based fee accounts under policies intended to mitigate allocation conflicts.

What is distinctive for a firm of this size is the combination of performance-based fees, the explicit use of borrowing in SMAs, and active use of derivatives, all of which are statistically uncommon among independent advisers. The firm documents specific disclosures and supervisory procedures, including periodic trade‑allocation reviews, and its principal brings over 30 years of broker‑dealer experience to the trading and execution process.