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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 10b 100b

ECHO STREET CAPITAL MANAGEMENT, LLC

CRD 160268

NEW YORK, NY

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Search this name across graphsid dfx:ria:7734affe-7554-b3c4-4b0c-ed8d307624bc

Data as of Mar 31, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 8
On other graphs: 1
Observed: Feb 13, 2012 to Mar 31, 2023
23 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Echo Street Capital Management, LLC

Private equity manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $12BItem 5.F on the latest filing (2023-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $12B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 29
Advisory employees: 15
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 23
Individual clients: 0
High net worth clients: 0
Private funds: 12Schedule D 7.B(1)
Private fund GAV: $11Bgross asset value as reported per fund; never fund size
SEC number: 801-73460
CRD: 160268
Filings on the tape: 23
First filed: Feb 13, 2012
Latest filed: Mar 31, 2023
Organised: Limited Liability Company, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
ECHO STREET GOODCO SELECT II, LP	Hedge Fund	$4.6B	Mar 31, 2023	278	Nov 16, 2015	reported	021-249330
ECHO STREET GOODCO SELECT, LP	Hedge Fund	$2.2B	Mar 31, 2023	546	Nov 16, 2015	reported	021-249331
ECHO STREET SELECT PLUS MASTER FUND, LP	Hedge Fund	$1.6B	Mar 31, 2023	61	Mar 1, 2022	reported	021-380144
ECHO STREET SELECT PLUS OFFSHORE LTD.	Hedge Fund	$1.2B	Mar 1, 2022	42	Nov 25, 2020	reported	021-380144
ECHO STREET SELECT PLUS, LP	Hedge Fund	$963M	Mar 31, 2023	291	Nov 25, 2020	reported	021-380140
ECHO STREET GOODCO SELECT OFFSHORE LTD.	Hedge Fund	$569M	Mar 31, 2023	80	Nov 16, 2015	reported	021-260966
ECHO STREET GOODCO NEW WORLD MASTER FUND, LP	Hedge Fund	$392M	Mar 31, 2023	30	May 26, 2022	reported	021-429121
ECHO STREET GOODCO NEW WORLD, LP	Hedge Fund	$361M	Mar 31, 2023	103	May 26, 2022	reported	021-429112
FUND A	Other Private Fund	$138M	Jul 20, 2020	8	Mar 29, 2019	dropped	n/a
ECHO STREET CAPITAL PARTNERS (QP), LP	Hedge Fund	$66.9M	Mar 30, 2021	164	Feb 13, 2012	dropped	021-82357
ECHO STREET CAPITAL MASTER FUND, LP	Hedge Fund	$45.6M	Mar 30, 2021	81	Nov 13, 2014	dropped	021-224412
ECHO STREET CAPITAL PARTNERS, LP	Hedge Fund	$9.3M	Mar 30, 2021	95	Feb 13, 2012	dropped	021-42632
ECHO STREET CAPITAL CV 1, LLC	Private Equity Fund	$4.8M	Mar 31, 2023	2	Mar 1, 2022	reported	021-418018
ECHO STREET GOODCO SELECT III, LP	Other Private Fund	$4.6M	Mar 31, 2023	23	Nov 25, 2020	reported	021-375076
ECHO STREET CAPITAL CV 2, LLC	Private Equity Fund	$4.3M	Mar 31, 2023	2	Feb 22, 2023	reported	021-453541

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CARPENTER, MATTHEW, ADAMS	President	Na	yes	11/2018	Mar 29, 2019	Mar 31, 2023
CHOI, KELLY, SKURA	CHIEF FINANCIAL OFFICER	Na	yes	01/2019	Mar 29, 2019	Mar 31, 2023
PANOS, GEORGE	Partner	Na	yes	01/2021	Mar 31, 2022	Mar 31, 2023
POOLE, GREGORY, BRIAN	MANAGING MEMBER	E	yes	02/2002	Feb 13, 2012	Mar 31, 2023
POSNER, COURTNEY, BROOKE	CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL	Na	yes	03/2017	Mar 30, 2017	Mar 31, 2023

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ECHO STREET CAPITAL ADVISORS LLC	n/a	n/a	n/a	N	yes	n/a
ECHO STREET CAPITAL GP LLC	n/a	n/a	n/a	N	yes	n/a
ECHO STREET GOODCO NW GP LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Mar 31, 2023	$12B	$12B	29	15	0	12	$11B
2021	Mar 31, 2022	$18B	$18B	27	14	0	9	$15B
2020	Mar 30, 2021	$13B	$13B	25	15	0	9	$12B
2019	Mar 27, 2020	$11B	$11B	30	20	0	7	$10B
2018	Mar 29, 2019	$6.4B	$6.4B	25	19	0	7	$5.5B
2017	Mar 28, 2018	$5.3B	$5.3B	17	12	0	6	$4.5B
2016	Mar 30, 2017	$4.4B	$4.4B	16	11	n/a	6	$3.7B
2015	Mar 30, 2016	$3.9B	$3.9B	14	10	n/a	6	$3.2B
2014	Mar 30, 2015	$2.5B	$2.5B	10	9	n/a	3	$1.8B
2013	Mar 28, 2014	$1.7B	$1.7B	9	9	n/a	2	$1.1B
2012	Mar 21, 2013	$932M	$932M	5	5	n/a	2	$521M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$12B	$18B	-31.4%	$11B	2.7%	29	27	0	0

Relationships

Advises (15)

→ ECHO STREET GOODCO SELECT II, LPPrivate fundHedge Fund, IA
Nov 16, 2015 to presentfactForm ADV
→ ECHO STREET CAPITAL CV 2, LLCPrivate fundPrivate Equity Fund, IA
Feb 22, 2023 to presentfactForm ADV
→ ECHO STREET GOODCO SELECT, LPPrivate fundHedge Fund, IA
Nov 16, 2015 to presentfactForm ADV
→ ECHO STREET CAPITAL CV 1, LLCPrivate fundPrivate Equity Fund, IA
Mar 1, 2022 to presentfactForm ADV
→ ECHO STREET GOODCO NEW WORLD, LPPrivate fundHedge Fund, IA
May 26, 2022 to presentfactForm ADV
→ ECHO STREET SELECT PLUS MASTER FUND, LPPrivate fundHedge Fund, IA
Mar 1, 2022 to presentfactForm ADV
→ ECHO STREET SELECT PLUS, LPPrivate fundHedge Fund, IA
Nov 25, 2020 to presentfactForm ADV
→ ECHO STREET GOODCO SELECT III, LPPrivate fundOther Private Fund, IA
Nov 25, 2020 to presentfactForm ADV
→ ECHO STREET GOODCO NEW WORLD MASTER FUND, LPPrivate fundHedge Fund, IA
May 26, 2022 to presentfactForm ADV
→ ECHO STREET GOODCO SELECT OFFSHORE LTD.Private fundHedge Fund, IA
Nov 16, 2015 to presentfactForm ADV
→ ECHO STREET SELECT PLUS OFFSHORE LTD.Private fundHedge Fund, IA
Nov 25, 2020 to presentfactForm ADV
→ ECHO STREET CAPITAL PARTNERS, LPPrivate fundHedge Fund, IA, no longer reported
Feb 13, 2012 to Mar 30, 2021factForm ADV
→ ECHO STREET CAPITAL PARTNERS (QP), LPPrivate fundHedge Fund, IA, no longer reported
Feb 13, 2012 to Mar 30, 2021factForm ADV
→ ECHO STREET CAPITAL MASTER FUND, LPPrivate fundHedge Fund, IA, no longer reported
Nov 13, 2014 to Mar 30, 2021factForm ADV
→ FUND APrivate fundOther Private Fund, IA, no longer reported
Mar 29, 2019 to Jul 20, 2020factForm ADV

Controls (5)

← CARPENTER, MATTHEW, ADAMSOwnerPRESIDENT, ownership code NA, individual
Mar 29, 2019 to presentfactForm ADV
← POOLE, GREGORY, BRIANOwnerMANAGING MEMBER, ownership code E, individual
Feb 13, 2012 to presentfactForm ADV
← PANOS, GEORGEOwnerPARTNER, ownership code NA, individual
Mar 31, 2022 to presentfactForm ADV
← CHOI, KELLY, SKURAOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 29, 2019 to presentfactForm ADV
← POSNER, COURTNEY, BROOKEOwnerCHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL, ownership code NA, individual
Mar 30, 2017 to presentfactForm ADV

Dated events

Occurred
Mar 31, 2023
Regulatory AUM changed
Echo Street Capital Management, Llc reported RAUM $12.2B, down 31% from $17.7B (2023-02-22 to 2023-03-31)
Form ADVobserved 3 days ago
$-5.6B
Occurred
Mar 31, 2022
Regulatory AUM changed
Echo Street Capital Management, Llc reported RAUM $17.7B, up 36% from $13.0B (2022-03-01 to 2022-03-31)
Form ADVobserved 3 days ago
$4.7B
Occurred
Mar 31, 2022
Control person joined
George Panos (Partner) appeared on Schedule A of Echo Street Capital Management, Llc
Form ADVobserved 3 days ago
Occurred
Mar 30, 2021
Regulatory AUM changed
Echo Street Capital Management, Llc reported RAUM $13.0B, up 31% from $10.0B (2020-11-25 to 2021-03-30)
Form ADVobserved 3 days ago
$3.1B
Occurred
Nov 25, 2020
Control person left
Maxwell David Elias (Chief Operating Officer) no longer on Schedule A of Echo Street Capital Management, Llc (listed 2020-07-20, absent 2020-11-25)
Form ADVobserved 3 days ago
Occurred
Mar 27, 2020
Regulatory AUM changed
Echo Street Capital Management, Llc reported RAUM $11.2B, up 76% from $6.4B (2019-03-29 to 2020-03-27)
Form ADVobserved 3 days ago
$4.9B
Occurred
Mar 29, 2019
Control person joined
Skura Kelly Choi (Chief Financial Officer) appeared on Schedule A of Echo Street Capital Management, Llc
Form ADVobserved 3 days ago
Occurred
Mar 29, 2019
Control person joined
Adams Matthew Carpenter (President) appeared on Schedule A of Echo Street Capital Management, Llc
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7734affe-7554-b3c4-4b0c-ed8d307624bc
First observed: Feb 13, 2012
Last observed: Mar 31, 2023 42 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ECHO STREET CAPITAL MANAGEMENT, LLC

CRD 160268

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7734affe-7554-b3c4-4b0c-ed8d307624bc

Data as of Mar 31, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:31 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

ECHO STREET GOODCO SELECT II, LP

Hedge Fund

$4.6B

Mar 31, 2023

278

Nov 16, 2015

reported

021-249330

ECHO STREET GOODCO SELECT, LP

Hedge Fund

$2.2B

Mar 31, 2023

546

Nov 16, 2015

reported

021-249331

ECHO STREET SELECT PLUS MASTER FUND, LP

Hedge Fund

$1.6B

Mar 31, 2023

Mar 1, 2022

reported

021-380144

ECHO STREET SELECT PLUS OFFSHORE LTD.

Hedge Fund

$1.2B

Mar 1, 2022

Nov 25, 2020

reported

021-380144

ECHO STREET SELECT PLUS, LP

Hedge Fund

$963M

Mar 31, 2023

291

Nov 25, 2020

reported

021-380140

ECHO STREET GOODCO SELECT OFFSHORE LTD.

Hedge Fund

$569M

Mar 31, 2023

Nov 16, 2015

reported

021-260966

ECHO STREET GOODCO NEW WORLD MASTER FUND, LP

Hedge Fund

$392M

Mar 31, 2023

May 26, 2022

reported

021-429121

ECHO STREET GOODCO NEW WORLD, LP

Hedge Fund

$361M

Mar 31, 2023

103

May 26, 2022

reported

021-429112

FUND A

Other Private Fund

$138M

Jul 20, 2020

Mar 29, 2019

dropped

n/a

ECHO STREET CAPITAL PARTNERS (QP), LP

Hedge Fund

$66.9M

Mar 30, 2021

164

Feb 13, 2012

dropped

021-82357

ECHO STREET CAPITAL MASTER FUND, LP

Hedge Fund

$45.6M

Mar 30, 2021

Nov 13, 2014

dropped

021-224412

ECHO STREET CAPITAL PARTNERS, LP

Hedge Fund

$9.3M

Mar 30, 2021

Feb 13, 2012

dropped

021-42632

ECHO STREET CAPITAL CV 1, LLC

Private Equity Fund

$4.8M

Mar 31, 2023

Mar 1, 2022

reported

021-418018

ECHO STREET GOODCO SELECT III, LP

Other Private Fund

$4.6M

Mar 31, 2023

Nov 25, 2020

reported

021-375076

ECHO STREET CAPITAL CV 2, LLC

Private Equity Fund

$4.3M

Mar 31, 2023

Feb 22, 2023

reported

021-453541

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CARPENTER, MATTHEW, ADAMS

President

yes

11/2018

Mar 29, 2019

Mar 31, 2023

CHOI, KELLY, SKURA

CHIEF FINANCIAL OFFICER

yes

01/2019

Mar 29, 2019

Mar 31, 2023

PANOS, GEORGE

Partner

yes

01/2021

Mar 31, 2022

Mar 31, 2023

POOLE, GREGORY, BRIAN

MANAGING MEMBER

yes

02/2002

Feb 13, 2012

Mar 31, 2023

POSNER, COURTNEY, BROOKE

CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL

yes

03/2017

Mar 30, 2017

Mar 31, 2023

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ECHO STREET CAPITAL ADVISORS LLC

n/a

yes

n/a

ECHO STREET CAPITAL GP LLC

n/a

yes

n/a

ECHO STREET GOODCO NW GP LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Mar 31, 2023

$12B

$11B

2021

Mar 31, 2022

$18B

$15B

2020

Mar 30, 2021

$13B

$12B

2019

Mar 27, 2020

$11B

$10B

2018

Mar 29, 2019

$6.4B

$5.5B

2017

Mar 28, 2018

$5.3B

$4.5B

2016

Mar 30, 2017

$4.4B

n/a

$3.7B

2015

Mar 30, 2016

$3.9B

n/a

$3.2B

2014

Mar 30, 2015

$2.5B

n/a

$1.8B

2013

Mar 28, 2014

$1.7B

n/a

$1.1B

2012

Mar 21, 2013

$932M

n/a

$521M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$12B

$18B

-31.4%

$11B

2.7%