AEQUIM ALTERNATIVE INVESTMENTS LP

RIASEC RegisteredEst. 2018

Total AUM

$8.2B

Discretionary

$8.2B

100% of AUM

Avg account

$1.6B

Accounts

5

Employees

11

Advisory reps

5

Firm details

Headquarters: MILL VALLEY, California
CRD number: 293127
Registered since: April 30, 2018
Website: aequim.com
Custodians: BNP PARIBAS SECURITIES CORP., J.P. MORGAN SECURITIES INC., BARCLAYS BANK PLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles60.52%
State / Municipal Government39.48%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Aequim Alternative Investments LP is a limited partnership organized as a hedge fund manager that serves institutional clients. The firm is registered with the SEC (since 2018) and operates as a CPO/CTA, providing portfolio management for pooled investment vehicles and for businesses or institutional accounts. It also acts as sponsor, general partner and managing member of pooled vehicles. Compensation is a combination of an asset-based fee and performance fees. The firm does not position itself as an ESG investor and is not reported as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Investment Grade Corp Bonds53%
Non-Investment Grade Corp Bonds33%
Exchange Traded Equities13%
Cash & Cash Equivalents1%

Owners & executives

2 of 2

DAVID GOLDSTEIN
Chief Operating Officer and Chief Compliance OfficerCRD 1670828
FRANKLIN PARLAMIS
Founder and Chief Investment OfficerCRD 4154930

Contacts

3 of 3

GREGORY LEOGRANDIS
Director of Business DevelopmentCRD 2163579
CHARLES CATER
Limited PartnerCRD 5548810
CHRISTOPHER WINCHESTER
Limited PartnerCRD 3160650

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1

Active vs passive

$12.5M in ETFs

Passive

100%

$12.5M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES BITCOIN TRUST ETF (IBIT)	BlackRock	Passive	Digital Assets	$12.5M	325,000	100.00%

Primary office

MILL VALLEY, CA

MARIN

Location

MILL VALLEY, CA

Headquartered in MILL VALLEY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area: San Jose-San Francisco-Oakland, CA
Region: West
County: MARIN
Address: 2 Belvedere Pl
Time zone: PT (UTC-8)
Office locations

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