DFX Intelligence
Venture Capital Intelligence
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 / Echelon Management
Echelon Management
Championing the outer echelon of founders — before the world is ready for them
venture manager, reported GAV $101M across 11 vehicles
Importance
26
moderate
Active deployment
25
moderate
Emerging
0
low
Completeness
56
elevated
Freshness
100
high
Research priority
12
low
Identity and regulatory footprint
- Headquarters
- Evanston, WYadviserinfo.sec.gov
- Office address
- 221 10TH STREET, Evanston, WY, 82930adviserinfo.sec.gov
- Business phone
- 617-285-0330adviserinfo.sec.gov
- Website
- https://www.echeloncap.com
- SEC adviser type
- exempt reporting adviseradviserinfo.sec.gov
- SEC exemption claimed
- venture capital fund adviseradviserinfo.sec.govItem 2.B(1): advises solely venture capital funds
- Latest Form ADV
- May 4, 2026
- Private funds reported
- 11 (11 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $122Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Owners on Schedule A
- Echelon Ownership Group, LLC (Owner), B
- business phone
- 617-285-0330adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
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: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
10 reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Echelon Fervo, LLC | Fund | 2026 form d first sale | Newly closed | unknown | unknown | $13.1M of $13.1M | May 14, 2026 |
| Echelon 2022, L.P. | Fund | 2022 name year | Active deployment | $4.0M Mar 29, 2024 | 2 | $11.3M of $11.3M | Jan 2, 2024 |
| Echelon 2022-A, L.P. | Feeder or parallel | 2022 name year | Active deployment | $0 Mar 29, 2024 | 2 | unknown | unknown |
| Echelon 2020, L.P. | Fund | 2020 name year | Mature | $7.7M Mar 29, 2024 | 2 | unknown | unknown |
| Echelon 2017, L.P. | Fund | 2017 name year | Harvest | $50.7M Mar 29, 2024 | 2 | unknown | unknown |
| Echelon Pie a, LLC | Fund | unknown | Unknown | $21.9M Mar 29, 2024 | 2 | unknown | unknown |
| Echelon Pie B, LLC | Fund | unknown | Unknown | $10.0M Mar 29, 2024 | 2 | unknown | unknown |
| Echelon 22c, LLC | Fund | unknown | Unknown | $3.3M Mar 29, 2024 | 2 | unknown | unknown |
| Echelon Itg, LLC | Fund | unknown | Unknown | $2.3M Mar 29, 2024 | 2 | unknown | unknown |
| Echelon 22c II, LLC | Fund | unknown | Unknown | $1.5M Mar 29, 2024 | 2 | unknown | unknown |
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
2 current, 0 departed
Joel Forrest Moxley
Managing partnerManaging Partner · since Jun 1, 2017
Kerri Dro Loomis
PartnerPartner · since Jan 1, 2020
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
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
10 dated events
- Mar 29, 2024Echelon 2022-A, L.P. first reported on Form ADV by Echelon Management (Venture Capital Fund)Fund first reported on Form ADVFundsFactEchelon 2022-A, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Apr 21, 2022Echelon 22c II, LLC first reported on Form ADV by Echelon Management (Venture Capital Fund), GAV $5,000,000Fund first reported on Form ADVFundsFactEchelon 22c II, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Apr 21, 2022Echelon 2022, L.P. first reported on Form ADV by Echelon Management (Venture Capital Fund), GAV $15,000,000Fund first reported on Form ADVFundsFactEchelon 2022, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Apr 21, 2022Echelon Pie B, LLC first reported on Form ADV by Echelon Management (Venture Capital Fund), GAV $9,982,532Fund first reported on Form ADVFundsFactEchelon Pie B, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Apr 21, 2022Echelon Itg, LLC first reported on Form ADV by Echelon Management (Venture Capital Fund), GAV $2,209,183Fund first reported on Form ADVFundsFactEchelon Itg, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Apr 21, 2022Echelon Management 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)
- Apr 21, 2022Echelon 2017, L.P. first reported on Form ADV by Echelon Management (Venture Capital Fund), GAV $47,270,198Fund first reported on Form ADVFundsFactEchelon 2017, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Apr 21, 2022Echelon Pie a, LLC first reported on Form ADV by Echelon Management (Venture Capital Fund), GAV $5,000,000Fund first reported on Form ADVFundsFactEchelon Pie a, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Apr 21, 2022Echelon 22c, LLC first reported on Form ADV by Echelon Management (Venture Capital Fund), GAV $4,364,888Fund first reported on Form ADVFundsFactEchelon 22c, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Apr 21, 2022Echelon 2020, L.P. first reported on Form ADV by Echelon Management (Venture Capital Fund), GAV $10,131,672Fund first reported on Form ADVFundsFactEchelon 2020, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
- Sep 12, 2026Institutional venture firm (confirmed, 95%, cls-1)venture manager, reported GAV $101M across 11 vehicles
- Sep 12, 2026Institutional venture firm (confirmed, 95%, cls-1)venture manager, reported GAV $101M across 9 vehicles
Evidence
37 observations from 3 sources