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⚲
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| Equinum LLC
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|
|---|---|
| CRD # | 304350 |
| SEC # | 801-116824 |
| CIK # | |
| AUM | $349.7 MM (2024-02-21) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 718-480-5600 |
| Address | 3611 14th Avenue, Suite 221 Brooklyn, NY 11218 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 9.2 |
| (b) Individuals (high net worth individuals) | 59 | 185.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 23.4 |
| (h) Charitable organizations | 28 | 126.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 5.3 |
| (n) Other | 0 | 0.0 |
| Total | 137 | 349.7 |
| By Discretionary | ||
| Discretionary | 135 | 335.0 |
| Non-Discretionary | 2 | 14.7 |
| Total | 137 | 349.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 349.7 | |
| Total | 137 | 349.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Biltmore Wealth Management LLC
✚
|
AZ | 0.4 |
|
Eight 31 Financial LLC
✚
|
TX | 0.4 |
|
Encompass Wealth Advisors LLC
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|
OR | 0.4 |
|
Mayport LLC
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|
MA | 0.4 |
|
BR Capital Advisors LLC
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|
FL | 0.4 |
|
Castle Wealth Management LLC
✚
|
FL | 0.4 |
|
MB Levis & Associates LLC
✚
|
PA | 0.3 |
|
KG&L Capital Management LLC
✚
|
LA | 0.3 |
|
Independence Financial Advisors LLC
✚
|
NH | 0.3 |
|
Oak Asset Management LLC
✚
|
CA | 0.3 |