|
⚲
|
| Equinum LLC
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|
|
|---|---|
| CRD # | 304350 |
| SEC # | 801-116824 |
| CIK # | |
| AUM | $342.4 MM (2023-03-17) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 718-480-5600 |
| Address | 3611 14th Avenue, Suite 221 Brooklyn, NY 11218 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 7.0 |
| (b) Individuals (high net worth individuals) | 51 | 246.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 18.5 |
| (h) Charitable organizations | 16 | 66.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 3.9 |
| (n) Other | 0 | 0.0 |
| Total | 105 | 342.4 |
| By Discretionary | ||
| Discretionary | 103 | 331.0 |
| Non-Discretionary | 2 | 11.4 |
| Total | 105 | 342.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.8 | |
| United States Persons | 340.6 | |
| Total | 105 | 342.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Premier Wealth Advisors LLC
✚
|
CA | 0.3 |
|
First Capital Advisors Group LLC
✚
|
PA | 0.3 |
|
Allodium Investment Consultants LLC
✚
|
MN | 0.3 |
|
Wakefield Wealth Management LLLP
✚
|
CO | 0.3 |
|
Auctus Advisors LLC
✚
|
NC | 0.3 |
|
Carlson & Company Financial Services LLC
✚
|
KS | 0.3 |
|
Clifford Capital Partners LLC
✚
|
UT | 0.3 |
|
Prosperity Planning Inc
✚
|
MO | 0.3 |
|
Lejeune Puetz Investment Counsel LLC
✚
|
MI | 0.3 |
|
Redmond Asset Management LLC
✚
|
VA | 0.3 |