EquityZen Advisors LLC

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EquityZen Advisors LLC
CRD #289299
SEC #802-111048
CIK #
AUM
Employees
Phone877-490-6121
Address1 New York Plaza
New York, NY 10004
Source [IAPD] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($)
1.00.80.60.40.20.02010201520212027
Type Form D Funds Date Sold AUM
PE EquityZen Growth Opportunity Fund Xi LLC - Series 1 [2026-03-31] 1.1 M 1.0 M
Offered $1,130,000 · Filed 2026-02-03 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $10,000 · Duration One year or less · Revenue Decline to Disclose
PE EquityZen Growth Opportunity Fund Xi LLC - Series 2 [2026-03-31] 2.7 M 1.0 M
Offered $2,727,000 · Filed 2026-02-03 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000 · Duration One year or less · Revenue Decline to Disclose
PE EquityZen Growth Opportunity Fund X LLC - Series 1 [2025-03-27] 1.8 M 1.8 M
Offered $1,790,000 · Filed 2024-12-26 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $20,000 · Duration One year or less · Revenue Decline to Disclose
PE EquityZen Growth Opportunity Fund X LLC - Series 2 [2025-03-27] 2.2 M 2.4 M
Offered $2,232,071 · Filed 2024-12-26 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $20,000 · Duration One year or less · Revenue Decline to Disclose
PE EquityZen Thematic Fund LLC - Most Requested Series 5 [2025-03-27] 1.7 M 2.1 M
Offered $1,703,373 · Filed 2024-05-22 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $6,333 · Duration One year or less · Revenue Decline to Disclose
PE EquityZen Growth Opportunity Fund IX LLC - Series 1 [2024-03-27] 3.3 M 4.2 M
Offered $3,319,697 · Filed 2023-11-09 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $2,500 · Duration One year or less · Revenue Decline to Disclose
PE EquityZen Thematic Fund LLC - Most Requested Series 4 [2024-03-27] 1.5 M 2.6 M
Offered $1,510,101 · Filed 2023-07-06 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $15,101 · Duration One year or less · Revenue Decline to Disclose
PE EquityZen Growth Opportunity Fund VIII LLC - Series 1 [2023-03-21] 4.4 M 5.2 M
Offered $4,418,500 · Filed 2022-10-19 (D/A) · Exemption 506(b), 3(c)(1) · Minimum $2,000 · Duration One year or less · Revenue Decline to Disclose
PE EquityZen Growth Opportunity Fund VIII LLC - Series 2 [2023-03-21] 4.5 M 5.1 M
Offered $4,513,300 · Filed 2022-10-19 (D/A) · Exemption 506(b), 3(c)(7) · Minimum $10,000 · Duration One year or less · Revenue Decline to Disclose
PE EquityZen Growth Opportunity Fund VII LLC - Series 1 [2022-03-31] 5.6 M 2.2 M
Offered $5,610,000 · Filed 2021-09-23 (D/A) · Exemption 506(b), 3(c)(1) · Minimum $4,000 · Duration One year or less · Revenue Decline to Disclose
View All
AUM Breakdown Accounts AUM ($)
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 Role # Filings # Firms 2011 - 2026
Richard Thoms Executive Officer 7187 139
Assure Fund Management II Director 6187 139
Jeremy Neilson Executive Officer 6656 98
Mateo Johnson Executive Officer 622 21
Erin Rosenthal Executive Officer 329 21
Jens Beyrich Executive Officer 905 19
Assure Fund Management Director 2849 18
Ade Ojo Executive Officer 171 10
EquityZen Advisors Executive Officer 1737 3
Phil Haslett Executive Officer 303 3
View All
Firm Profile (Form ADV)
Fund TypesPrivate Equity
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