Equanimity Capital Management, LLC

Overview

Equanimity Capital Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm provides discretionary portfolio management for individuals and small businesses, as well as for business and institutional clients. Its stated services also include pension consulting and educational seminars or workshops. Compensation is by a mix of asset‑based fees and fixed fees. The firm is not identified as an active ESG investor and is not described as a multi‑state or newly formed adviser. It is flagged as not acting primarily as a capital allocator. An industry affiliation with a law firm is noted in its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices