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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Equityzen Advisors LLC
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|---|---|
| CRD # | 289299 |
| SEC # | 802-111048 |
| CIK # | |
| AUM | |
| Employees | |
| Phone | 877-490-6121 |
| Address | 30 Broad Street New York, NY 10004 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($) |
|---|
| AUM Breakdown | Accounts | AUM ($) |
|---|---|---|
| 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 | |||
| Mateo Johnson | 622 | |||
| Jens Beyrich | 905 | |||
| Erin Rosenthal | 329 | |||
| Assure Fund Management | 2849 | |||
| Ade Ojo | 171 | |||
| Equityzen Advisors | 1576 | |||
| Phil Haslett | 203 | |||
| Philip Haslett | 1142 | |||
| View All | ||||