Investment adviser · CRD 159891

EC MANAGEMENT SERVICES, LLC

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

AUSTIN, TX, United States · Form ADV filed Mar 19, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

5 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ESCALATE CAPITAL V, LPPrivate Equity Fund · Last reported Mar 19, 2026$234MGross asset value
Fund administrator CSC FUND SERVICES NORTH AMERICA LLC WEST ORANGE, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian CADENCE BANK TUPELO, Mississippi, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-2465185924
Reported beneficial owners
16
Minimum commitment
$100K

Form ADV 2074765 · Mar 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ESCALATE CAPITAL IV, LPPrivate Equity Fund · Last reported Mar 19, 2026$228MGross asset value
Fund administrator CSC FUND SERVICES NORTH AMERICA LLC WEST ORANGE, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP NEW YORK, New York, United States
Custodian CADENCE BANK TUPELO, Mississippi, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

Fund details & source
Fund ID
805-7571061016
Reported beneficial owners
24
Minimum commitment
$50K

Form ADV 2074765 · Mar 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ESCALATE CAPITAL PARTNERS SBIC III, LPPrivate Equity Fund · Last reported Mar 19, 2026$19.1MGross asset value

Form D fundraising filings

Escalate Capital Partners SBIC III, Lp

Fund administrator CSC FUND SERVICES NORTH AMERICA LLC WEST ORANGE, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP NEW YORK, New York, United States
Custodian CADENCE BANK TUPELO, Mississippi, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

Fund details & source
Fund ID
805-2879292673
Reported beneficial owners
7
Minimum commitment
$100K
Form D file number
021-225805

Form ADV 2074765 · Mar 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ESCALATE CAPITAL PARTNERS SBIC I, L.P.Private Equity Fund · Last reported Mar 19, 2026$126KGross asset value
Fund administrator CSC FUND SERVICES NORTH AMERICA LLC WEST ORANGE, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP NEW YORK, New York, United States
Custodian CADENCE BANK TUPELO, Mississippi, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

Fund details & source
Fund ID
805-6629074950
Reported beneficial owners
3
Minimum commitment
$100K

Form ADV 2074765 · Mar 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ESCALATE CAPITAL I, L.P.Private Equity Fund · Last reported Mar 19, 2026$69.4KGross asset value
Fund administrator CSC FUND SERVICES NORTH AMERICA LLC WEST ORANGE, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian CADENCE BANK TUPELO, Mississippi, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-6720173580
Reported beneficial owners
27
Minimum commitment
$100K
Form D file number
021-77578

Form ADV 2074765 · Mar 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 19, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

6300 BRIDGEPOINT PARKWAY, BLDG 1, SUITE 480
AUSTIN, TX, 78730, United States

CRD 159891

Filing source

Form ADV 2074765 · Mar 19, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.