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RIA / WealthPrivate fundprivate equity fund3(c)(7)

COALESCE ECHO COINVEST, L.P.

advised by COALESCE CAPITAL MANAGEMENT LLC

Delaware, United States

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:fdf83d48-0a9a-e28d-76fa-e0f60798c48c

Data as of Jun 27, 2024 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 29, 2024 to Jun 27, 2024
2 observations

Across DFX

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

Private Equityidentity

Coalesce Echo Coinvest, L.P.

Private equity fund · shared adv fund id

Facts

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

Adviser: COALESCE CAPITAL MANAGEMENT LLCCRD 324179
Fund type: Private Equity Fund
Latest reported GAV: $22.1Mgross asset value on Schedule D 7.B(1), as of 2024-06-27; never fund size
Peak reported GAV: $22.1M
Beneficial owners: 4
Minimum investment: $0
Owned by the adviser: 0%
Owned by funds of funds: 7500%
Owned by non-US persons: 0%
Clients solicited: no
Form D file number: 021-490536an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it
Organised in: Delaware, United States
First reported: Mar 29, 2024
Last reported: Jun 27, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 2
Fund id: 805-4491890444

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Jun 27, 2024	$22.1M	4	$0	0.0%	yes	COALESCE ECHO COINVEST, L.P.
Mar 29, 2024	$20.1M	4	$0	0.0%	yes	COALESCE ECHO COINVEST, L.P.

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
J.P. MORGAN SECURITIES LLC	J.P. MORGAN SECURITIES LLC	NEW YORK	New York	United States	no	8-35008

Relationships

Advises (1)

← COALESCE CAPITAL MANAGEMENT LLCRegistered adviserPrivate Equity Fund, IA
Mar 29, 2024 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fdf83d48-0a9a-e28d-76fa-e0f60798c48c
First observed: Mar 29, 2024
Last observed: Jun 27, 2024 27 months ago
Source families: Federal regulator filings
1 registered feed 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.

COALESCE ECHO COINVEST, L.P.

advised by COALESCE CAPITAL MANAGEMENT LLC

Delaware, United States

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:fdf83d48-0a9a-e28d-76fa-e0f60798c48c

Data as of Jun 27, 2024 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:37 PM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Jun 27, 2024

$22.1M

0.0%

yes

COALESCE ECHO COINVEST, L.P.

Mar 29, 2024

$20.1M

0.0%

yes

COALESCE ECHO COINVEST, L.P.

Custodian

Legal name

City

State

Country

Related person

SEC number

J.P. MORGAN SECURITIES LLC

NEW YORK

New York

United States

8-35008