Overview
Echo Street is a Delaware limited liability company. Echo Street was founded in 2002 and is an investment adviser
with its principal place of business in New York, New York. Greg Poole is the Managing Member, Chief Investment
Officer and principal owner.
Echo Street provides investment advisory services on a fully discretionary basis to (i) certain long only funds, (ii)
other investment funds pursuing a long only strategy combined with an opportunistic long/short investment strategy
and (iii) investment funds pursuing a primarily long‐only equity investment strategy focused on growth companies,
across public and private markets. Such funds are pooled investment vehicles formed as private funds. Echo Street
also provides investment advisory services on a fully discretionary basis to certain separately managed accounts. In
addition, Echo Street serves as a sub‐adviser to one or more funds registered as investment companies (“Registered
Fund Clients”) with the SEC under the Investment Company Act of 1940, as amended (the “1940 Act”). Long only
funds managed by Echo Street shall be referred to herein as “Long Only Clients.” Investment funds pursuing a long
only strategy within a “Long Only Portfolio” combined with an opportunistic long/short investment strategy within
an “Opportunistic Portfolio” shall be referred to herein as “Long/Short Clients.” Investment funds pursuing a
primarily long‐only equity investment strategy focused on growth companies, across public and private markets shall
be referred to herein as “Hybrid Clients.” Long Only Clients, Long/Short Clients and Hybrid Clients shall collectively
be referred to herein as “Fund Clients.” Investors in our Long Only Clients are referred to as “Long Only Investors,”
Investors in our Long/Short Clients are referred to as “Long/Short Investors” and investors in our Hybrid Clients are
referred to as “Hybrid Investors” and together with the Long Only Investors and Long/Short Investors, “Investors”.
Separately managed accounts managed by Echo Street are referred to as “Managed Account Clients.” References
to “clients” may include Long Only Clients, Long/Short Clients, Hybrid Clients, Managed Account Clients and/or
Registered Fund Clients.
Echo Street does not tailor its advisory services to the particular needs of Investors. Since Echo Street does not
provide individualized advice to Investors, each Investor should consider whether the Fund Clients meet their
investment objectives and risk tolerance prior to investing. Fund Clients’ investment portfolios are managed in
accordance with their respective offering memoranda and governing documents. Information about Fund Clients,
including any initial and additional subscription minimums imposed on Investors, is set forth in their respective
offering documents.
Echo Street currently provides advice to Managed Account Clients based on specific investment objectives and
strategies. Under certain circumstances, the Adviser may agree to tailor advisory services to the individual needs of
Managed Account Clients and Managed Account Clients may impose restrictions on investing in certain securities or
types of securities. The minimum investment for a separately managed account is approximately $200,000,000;
however this amount has been lower and may be waived in the future at the discretion of Echo Street.
The relationship between Echo Street and a Registered Fund Client is governed by a sub‐advisory agreement
approved by the Registered Fund Client’s Board of Trustees as required by Section 15 of the 1940 Act.
See Item 8 for a description of the investment strategies utilized by the clients.
Echo Street does not currently participate in any wrap fee programs.
As of December 31, 2022, Echo Street had approximately $12,164,585,033 in regulatory assets under management,
all of which were managed on a discretionary basis. Echo Street does not manage assets on a non‐discretionary
basis.