Equitybee Advisors LLC

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Assets, Funds, Holdings

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Equitybee Advisors LLC
CRD #309297
SEC #802-131060
CIK #
AUM
Employees
Phone650-847-1149
Address955 Alma Street
Palo Alto, CA 94301
Source [IAPD] [Website] [Twitter] [LinkedIn] [Instagram]
Total AUM ($)
1.00.80.60.40.20.02011201620212026
Type Form D Funds Date Sold ($M) AUM ($M)
PE Bridgespan VMF I A Series of Equitybee Portfolio Funds Master LLC [2025-03-31] 4.0 2.5
PE Cedar Tree Capital I A Series of Equitybee Portfolio Funds Master LLC [2025-03-31] 2.8 1.1
PE Equitybee 22-10284 A Series of Equitybee Cfund Master LLC [2025-03-31] 0.1 0.1
PE Equitybee 22-11014 A Series of Equitybee Cfund Master LLC [2025-03-31] 0.0 0.0
PE Equitybee 22-11047 A Series of Equitybee Cfund Master LLC [2025-03-31] 0.1 0.1
PE Equitybee 22-11777 A Series of Equitybee Cfund Master LLC [2025-03-31] 0.2 0.2
PE Equitybee 22-12540 A Series of Equitybee Cfund Master LLC [2025-03-31] 0.3 0.0
PE Equitybee 22-12772 A Series of Equitybee Cfund Master LLC [2025-03-31] 0.1 0.1
PE Equitybee 22-13137 A Series of Equitybee Cfund Master LLC [2025-03-31] 0.0 0.0
PE Equitybee 22-15791 A Series of Equitybee Cfund Master LLC [2025-03-31] 0.2 0.2
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AUM Breakdown Accounts AUM ($)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 0 0.0
(h) Charitable organizations 0 0.0
(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 0 0.0
(n) Other 0 0.0
Total 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
Form D Directors # Filings # Firms 2011 - 2025
Assure Fund Management II 6187
Richard Thoms 7034
Jeremy Neilson 6656
Adam Ingram 286
Troy Esquibel 211
Dennis Henderson 48
Oren Barzilai 47
Jeff Housenbold 9
Nicholas Deans 8
Ly Tran 6
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