Updated:
ECIO
eCIO is a registered investment adviser and outsourced CIO (OCIO) serving nonprofits, foundations, and endowments. The firm manages customized investment...
ECIO
eCIO is a registered investment adviser and outsourced CIO (OCIO) serving nonprofits, foundations, and endowments. The firm manages customized investment programs aligned with each organization's mission, spending needs, and long-term objectives. It focuses exclusively on nonprofits and helps organizations keep investment costs low and improve board governance.
General information
Firm type
Asset Manager
Year founded
2022
Location
Region
North America
Country
United States
City
Madison
Corporate office
San Francisco, CA, United States
Principals
Zach Coelius
Co-Founder
Cory Levy
Co-Founder
Sector focus
Frequently asked questions
Who makes investment decisions at ECIO?
Co-founders Zach Coelius and Cory Levy lead investment decisions. Coelius brings experience as an angel investor and former CEO of Triggit, while Levy has a track record as a repeat founder and early-stage connector. The lean decision-making structure is designed to move quickly in competitive early-stage rounds.
How does ECIO source deals?
ECIO's deal flow relies heavily on the networks of its co-founders and the firm's affiliated angel syndicate. By embedding capital deployment within a community of active angel investors, the firm gains warm introductions that are difficult for larger, institution-only funds to replicate. This community-driven sourcing model is core to its access strategy.
Is ECIO a fund or an angel syndicate?
ECIO operates a hybrid model. It manages a venture capital fund for institutional and high-net-worth limited partners while also running a curated angel syndicate that participates alongside the fund. Both vehicles invest in the same deals, and the syndicate members often contribute value beyond capital through operating and fundraising support for portfolio companies.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: