Investment adviser · CRD 165149

ECOSYSTEM INVESTMENT PARTNERS, LLC

Investment adviser filing (IA)

BALTIMORE, MD, United States · Form ADV filed Mar 31, 2026

Regulatory AUM
$1.28B
Form ADV · Item 5.F
Client accounts
7
Accounts, not individual clients
Employees
20
Reported in this filing
Advisory professionals
20
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles7$1,278,830,036100.0%
Filing source

Form ADV 2085413 · Mar 31, 2026 · Item 5.D

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

Private funds & service providers

9 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.

ECOSYSTEM INVESTMENT PARTNERS V, LPOther Private Fund · Last reported Mar 31, 2026$418MGross asset value

Form D fundraising filings

Ecosystem Investment Partners V, L.P.

Feeder funds

  • EIP V FEEDER I, L.P.
Fund administrator STANDISH MANAGEMENT DALLAS, Texas, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor CBIZ CPAS P.C. PROVIDENCE, Rhode Island, United States
Custodian FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Marketer MONUMENT GROUP, INC. BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

CBIZ CPAS P.C.
PCAOB 199

FIRST CITIZENS BANK
LEI 549300ZX7CMZ93QCZQ91

MONUMENT GROUP, INC.
CRD 36399 · SEC 8-47248

Fund details & source
Fund ID
805-7552309987
Reported beneficial owners
20
Minimum commitment
$0
Form D file number
021-508464

Form ADV 2085413 · Mar 31, 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.

ECOSYSTEM INVESTMENT PARTNERS IV, L.P.Other Private Fund · Last reported Mar 31, 2026$415MGross asset value

Form D fundraising filings

Ecosystem Investment Partners IV, L.P.

Fund administrator STANDISH MANAGEMENT DALLAS, Texas, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor CBIZ CPAS P.C. PROVIDENCE, Rhode Island, United States
Custodian FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Marketer MONUMENT GROUP, INC. BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

CBIZ CPAS P.C.
PCAOB 199

FIRST CITIZENS BANK
LEI 549300ZX7CMZ93QCZQ91

MONUMENT GROUP, INC.
CRD 36399 · SEC 8-47248

Fund details & source
Fund ID
805-3532713419
Reported beneficial owners
44
Minimum commitment
$3M
Form D file number
021-345510

Form ADV 2085413 · Mar 31, 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.

ECOSYSTEM INVESTMENT PARTNERS III, L.P.Other Private Fund · Last reported Mar 31, 2026$210MGross asset value

Form D fundraising filings

Ecosystem Investment Partners III, L.P.

Fund administrator STANDISH MANAGEMENT DALLAS, Texas, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor CBIZ CPAS P.C. PROVIDENCE, Rhode Island, United States
Custodian FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Marketer MONUMENT GROUP, INC. BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

CBIZ CPAS P.C.
PCAOB 199

FIRST CITIZENS BANK
LEI 549300ZX7CMZ93QCZQ91

MONUMENT GROUP, INC.
CRD 36399 · SEC 8-47248

Fund details & source
Fund ID
805-9268825756
Reported beneficial owners
37
Minimum commitment
$3M
Form D file number
021-243400

Form ADV 2085413 · Mar 31, 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.

EIP CREDIT CO II, LLCOther Private Fund · Last reported Mar 31, 2026$119MGross asset value
Fund administrator STANDISH MANAGEMENT DALLAS, Texas, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor GRANT THORNTON LLP CHARLOTTE, North Carolina, United States
Custodian FIRST CITIZENS BANK SANTA CLARA, California, 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

GRANT THORNTON LLP
PCAOB 248

FIRST CITIZENS BANK
LEI 549300ZX7CMZ93QCZQ91

Fund details & source
Fund ID
805-1791068341
Reported beneficial owners
1
Minimum commitment
$0

Form ADV 2085413 · Mar 31, 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.

EIP ALKI PARTNERS, LLCOther Private Fund · Last reported Mar 31, 2026$95.5MGross asset value
Fund administrator STANDISH MANAGEMENT DALLAS, Texas, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor CBIZ CPAS P.C. PROVIDENCE, Rhode Island, United States
Custodian FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Marketer MONUMENT GROUP, INC. BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

CBIZ CPAS P.C.
PCAOB 199

FIRST CITIZENS BANK
LEI 549300ZX7CMZ93QCZQ91

MONUMENT GROUP, INC.
CRD 36399 · SEC 8-47248

Fund details & source
Fund ID
805-9100526723
Reported beneficial owners
2
Minimum commitment
$50K

Form ADV 2085413 · Mar 31, 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.

EIP CO-INVESTMENT IV-A, LLCOther Private Fund · Last reported Mar 31, 2026$20.2MGross asset value

Form D fundraising filings

EIP Co-Investment IV-A, LLC

Fund administrator STANDISH MANAGEMENT DALLAS, Texas, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor CBIZ CPAS P.C. PROVIDENCE, Rhode Island, United States
Custodian FIRST CITIZENS BANK SANTA CLARA, California, 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

CBIZ CPAS P.C.
PCAOB 199

FIRST CITIZENS BANK
LEI 549300ZX7CMZ93QCZQ91

Fund details & source
Fund ID
805-7315691462
Reported beneficial owners
6
Minimum commitment
$2.6M
Form D file number
021-396164

Form ADV 2085413 · Mar 31, 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.

ECOSYSTEM INVESTMENT PARTNERS II, L.P.Private Equity Fund · Last reported Jun 14, 2023$71.5MGross asset value

Form D fundraising filings

Ecosystem Investment Partners II, L.P.

Fund administrator STANDISH MANAGEMENT DALLAS, Texas, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor MAYER HOFFMAN MCCANN P.C. PROVIDENCE, Rhode Island, United States
Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No
Marketer MONUMENT GROUP, INC. BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

MAYER HOFFMAN MCCANN P.C.
PCAOB 199

SILICON VALLEY BANK
LEI 0K2D5AK28E3O5CC06E35

MONUMENT GROUP, INC.
CRD 36399 · SEC 8-47248

Fund details & source
Fund ID
805-5266503143
Reported beneficial owners
52
Minimum commitment
$3M
Form D file number
021-153236

Form ADV 1769232 · Jun 14, 2023 · 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 31, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

5550 NEWBURY STREET, SUITE B
BALTIMORE, MD, 21209, United States

CRD 165149

Filing source

Form ADV 2085413 · Mar 31, 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.