Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

Firms / Echo Health Ventures LLC

Echo Health Ventures LLC

Corporate venture · probablePortland, ORechohealthventures.comSEC exempt reporting adviserpart of Echo Health Ventures

One of 2 advisers that share echohealthventures.com; the firm is Echo Health Ventures. Echo Health Ventures LLC. Each keeps its own CRD, funds and filings; the grouping is the website each swore to on Form ADV and is recomputed every pass.

corporate parent: Regence Insurance Holding Corporation

Importance
0
low
Active deployment
4
low
Emerging
0
low
Completeness
31
moderate
Freshness
97
high
Research priority
1
low
Identity and regulatory footprint
Headquarters
Portland, ORadviserinfo.sec.gov
Office address
100 SW MARKET STREET, M/S E15B, Portland, OR, 97201-5723adviserinfo.sec.gov
Business phone
503-220-6146adviserinfo.sec.gov
Website
HTTP://WWW.ECHOHEALTHVENTURES.COM/
SEC adviser type
exempt reporting adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Mar 31, 2021
Private funds reported
1 (1 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$4.0Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Owners on Schedule A
Cambia Health Solutions, Inc. (Sole Member), E; Noblehealth, Inc. (Sole Member), E; Regence Insurance Holding Corporation (Sole Member), E; Mosaic Health Solutions, LLC (Member), D; Cascadia Echo Holding Company LLC (Member), D; Blue Cross Blue Shield of North Carolina (Sole Shareholder), E
business phone
503-220-6146adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
1 observed deals
Stated (the firm’s website)
Sectors
not stated or not yet read
Stages
not stated or not yet read
Geography
not stated
Check size
not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation
series a 100%
Stage at first entry
series a 100%
Sectors
Other Health Care 100%
lead rate 0%follow-on rate 0%new logos, 12 months 1
Funds and vehicles
0 reported
No vehicle on record yet. A fund arrives from Form ADV Schedule D 7.B.(1) or a Form D filing.
Investment team
7 current, 2 departed
Gerald Allan Petkau
Member Of The Board Of Directors And The Investment Committee · since Sep 1, 2019
Board or advisory
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Jeffrey Thompson Barber
Member Of The Board Of Directors · since Nov 1, 2016
Board or advisory
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Luis F Machuca
Member Of The Board Of Directors · since Nov 1, 2016
Board or advisory
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Mark Burns Ganz
Member Of The Board Of Directors And The Investment Committee · since Nov 1, 2016
Board or advisory
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Michael Gary Koppel
Member Of The Board Of Directors · since Nov 1, 2016
Board or advisory
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Roberta Bromberg Bowman
Member Of The Board Of Directors · since Nov 1, 2016
Board or advisory
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Robert Matthew Coppedge
Chief Executive Officer And Member Of The Investment Committee · since Nov 1, 2016
Founder or executive
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
2 departed (kept with end dates)
  • James Bradley Wilson · Member Of The Board Of Directors And The Investment Committee · Nov 1, 2016 to Mar 31, 2018 Inference
  • Patrick Hugh Conway · Member Of The Board Of Directors And The Investment Committee · Oct 1, 2017 to Apr 1, 2020 Inference
Investments on record
1 edges, 1 companies, 0 partner-attributed
CompanyRoundRolePartnerRound sizeThis investorDateSource
Optura, Inc.Series A · Series Aparticipantunknown$17.5MunknownMay 14, 2026Fact Press release wires (Business Wire, PR Newswire, GlobeNewswire public RSS)
“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.
Co-investors
12 relationships from shared deals, counted for the whole firm
Ascension Ventures 1 shared · one timeNEA: New Enterprise Associates 1 shared · one timeOCA Ventures, LLC 1 shared · one time6th Man Ventures, LLC 1 shared · one timeSJF Management LLC 1 shared · one timeHLM Management Co., LLC 1 shared · one timeWayfinder Ventures Management, L.L.C. 1 shared · one timeQuesta Capital Management, L.L.C. 1 shared · one timeLerer Hippeau Ventures Management, LLC 1 shared · one timeRCJ Ventures Management, LLC 1 shared · one timeSalesforce Ventures 1 shared · one time · they led 1Matrix 1 shared · one time
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
6 dated events
  1. Apr 1, 2020
    Patrick Hugh Conway (Member Of The Board Of Directors And The Investment Committee) no longer on Schedule A of Echo Health Ventures LLC
    Person leftPeopleInferencePatrick Hugh ConwaySEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  2. Sep 1, 2019
    Gerald Allan Petkau joined Schedule A of Echo Health Ventures LLC as Member Of The Board Of Directors And The Investment Committee
    Person joinedPeopleFactGerald Allan PetkauSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  3. Mar 31, 2018
    James Bradley Wilson (Member Of The Board Of Directors And The Investment Committee) no longer on Schedule A of Echo Health Ventures LLC
    Person leftPeopleInferenceJames Bradley WilsonSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  4. Oct 1, 2017
    Patrick Hugh Conway joined Schedule A of Echo Health Ventures LLC as Member Of The Board Of Directors And The Investment Committee
    Person joinedPeopleFactPatrick Hugh ConwaySEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  5. Jul 21, 2017
    Echo Health Ventures LLC first filed Form ADV (ERA, venture capital fund adviser exemption)
    First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  6. Jul 21, 2017
    Echo Health Ventures LLC first reported on Form ADV by Echo Health Ventures LLC (Venture Capital Fund), GAV $200,000,000
    Fund first reported on Form ADVFundsFactEcho Health Ventures LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
  1. Sep 12, 2026
    Corporate venture (probable, 80%, cls-1)
    corporate parent: Regence Insurance Holding Corporation
Evidence
18 observations from 1 source
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
SEC adviser typeexempt_reporting_adviserMar 31, 2021FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2017-07-21Mar 31, 2021FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Adv history loadedadv-hist-1Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Latest Form ADV filing2021-03-31Mar 31, 2021FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture share of reported funds1Mar 31, 2021FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone503-220-6146Mar 31, 2021FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersPortland, ORMar 31, 2021FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address100 SW MARKET STREET, M/S E15B, Portland, OR, 97201-5723Mar 31, 2021FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Legal formLimited Liability CompanyMar 31, 2021FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private funds reported1Mar 31, 2021FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$4.0MMar 31, 2021FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture funds reported1Mar 31, 2021FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
WebsiteHTTP://WWW.ECHOHEALTHVENTURES.COM/Mar 31, 2021FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)