EQUIAM
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 297191
- Registered since
- June 4, 2026
- Website
- equiam.com
Firm profile
FINTRXOverview
Equiam is organized as a limited liability company and is recorded as having become SEC-registered in 2026. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the source dataset and is not identified as a capital allocator. It is not marked as an active ESG investor, nor as a multistate adviser. Industry affiliations in the record are broad: Equiam is associated with broker‑dealer activities, other investment adviser functions, commodity pool operator/commodity trading advisor (CPO/CTA) roles, futures commission merchant (FCM) activity, banking or thrift institution, trust company, insurance company, pension consultant work, and service as sponsor/GP/managing member of pooled investment vehicles. Those affiliations indicate the firm operates across multiple industry roles and serves as an issuer/sponsor of pooled investment vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1ZIAD MAKKAWI
Founder and CEOCRD 6175842
Contacts
2 of 2YUSEF ALEXANDRINE
CRD 7501971
John zic
Partner, Founding Team MemberCRD 6825956
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 345 California St
- Time zone
- PT (UTC-8)
- Office locations
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