Equinum LLC

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Assets, Funds, Holdings

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Equinum LLC
CRD #304350
SEC #801-116824
CIK #
AUM $396.7 M (2025-04-29)
Employees 6 (100% Investors, 0% Brokers)
Phone718-480-5600
Address3611 14th Avenue, Suite 221
Brooklyn, NY 11218
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($M)
4003202401608002011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 70 12.0
(b) Individuals (high net worth individuals) 73 192.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 10 27.7
(h) Charitable organizations 33 148.4
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 8 15.9
(n) Other 0 0.0
Total 194 396.7
By Discretionary
Discretionary 186 301.1
Non-Discretionary 8 95.5
Total 194 396.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 396.7
Total 194 396.7
Comparable Firms State AUM ($B)
MRWM Advisors LLC
TN 0.4
Instrumental Wealth LLC
FL 0.4
US Financial Advisors LLC
MA 0.4
Register Financial Advisors LLC
GA 0.4
Capital Management Services Inc
PA 0.4
Beacon Global Advisor Network LLC
GA 0.4
Reedmark Advisors LLC
NJ 0.4
Biltmore Wealth Management LLC
AZ 0.4
Maxim Financial Advisors LLC
NY 0.4
FSA Advisors Inc
MI 0.4
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