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| Keyboard |
| EQV Advisory LLC
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|---|---|
| CRD # | 338271 |
| SEC # | 801-134372 |
| CIK # | |
| AUM | 106.8 M (2026-01-16) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 919-842-3000 |
| Address | 400 West North St Raleigh, NC 27603 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 2.1 |
| (b) Individuals (high net worth individuals) | 11 | 62.1 |
| (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 | 3 | 42.6 |
| (n) Other | 0 | 0.0 |
| Total | 122 | 106.8 |
| By Discretionary | ||
| Discretionary | 115 | 72.3 |
| Non-Discretionary | 7 | 34.4 |
| Total | 122 | 106.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 106.8 | |
| Total | 122 | 106.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Ardenwood Advisors LLC
✚
|
107.1 M | |
|
Jackson Wealth Management LLC
✚
|
CO | 107.0 M |
|
DC Capital Management LLC
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|
107.0 M | |
|
Trusco Investment Management LLC
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|
TN | 107.0 M |
|
KJ Capital Management LLC
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|
107.0 M | |
|
Endure Capital LLC
✚
|
CA | 106.9 M |
|
Lexington Financial/Life Management LLC
✚
|
TN | 106.8 M |
|
Stonex International Advisors Inc
✚
|
FL | 106.7 M |
|
Haynie Wealth Management LLC
✚
|
UT | 106.6 M |
|
Coastal Wealth Advisors LLC
✚
|
SC | 106.6 M |