EQT Partners Bd, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
47
Avg account
$0

Firm details

Headquarters
Radnor, Pennsylvania
CRD number
322826
Registered since
May 16, 2023

Firm profile

FINTRX

Overview

EQT Partners Bd, LLC is organized as a limited liability company with ownership tied to both a domestic entity and an individual. Publicly available records classify the firm as "unclassified" and indicate it does not act as a capital allocator. The firm is not identified as an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The company has not provided detail on its client base, fee schedules, business activities, or advisory services. There are also no disclosed affiliations or descriptions of investment strategies in the source materials, so its target clients, service model, and investment approach are not publicly documented.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Barry Breen

    Barry Breen

    Chief Compliance OfficerCRD 6697996

  • Dmitriy Rutitskiy

    Dmitriy Rutitskiy

    CFO/FINOPCRD 6117665

  • Alok Gaur

    Alok Gaur

    Partner, Chief Operating OfficerCRD 4693996

Contacts

3 of 44
  • Mark Santaguida

    Mark Santaguida

    AssociateCRD 7217096

  • Michael Stimmel

    Michael Stimmel

    Vice PresidentCRD 6348367

  • Julia Baum

    Julia Baum

    AssociateCRD 7292047

Unlock 41 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Radnor, PA

Delaware

Location

Radnor, PA

Headquartered in Radnor, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Delaware
Address
5 Radnor Corporate Ctr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth