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| Equinum LLC
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|
|---|---|
| CRD # | 304350 |
| SEC # | 801-116824 |
| CIK # | |
| AUM | $566.0 M (2026-04-14) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 718-480-5600 |
| Address | 3611 14th Avenue, Suite 221 Brooklyn, NY 11218 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 54 | 29.2 |
| (b) Individuals (high net worth individuals) | 92 | 259.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 21 | 36.2 |
| (h) Charitable organizations | 38 | 224.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 17.3 |
| (n) Other | 0 | 0.0 |
| Total | 498 | 566.0 |
| By Discretionary | ||
| Discretionary | 485 | 541.5 |
| Non-Discretionary | 13 | 24.5 |
| Total | 498 | 566.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 27.0 | |
| United States Persons | 539.0 | |
| Total | 498 | 566.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Liberty Square Wealth Partners LLC
✚
|
PA | 0.6 |
|
Mascoma Wealth Management LLC
✚
|
NH | 0.6 |
|
Prentice Wealth Management LLC
✚
|
NY | 0.6 |
|
FFG Partners LLC
✚
|
FL | 0.6 |
|
FREC Advisers LLC
✚
|
CA | 0.6 |
|
Latitude Advisors LLC
✚
|
0.6 | |
|
Alteri Wealth LLC
✚
|
CA | 0.6 |
|
Midwest Financial Group LLC
✚
|
KS | 0.6 |
|
First Fiduciary Investment Counsel Inc
✚
|
OH | 0.6 |
|
Olstein Capital Management LP
✚
|
NY | 0.6 |