EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC

RIASEC RegisteredEst. 1987
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$177M
Accounts
8
Employees
11
Advisory reps
3

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
105885
Registered since
January 8, 1987
Custodians
UBS AG SWITZERLAND
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles56.1%
  • Other43.9%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Equinox Partners Investment Management LLC is an SEC-registered hedge-fund structured as a limited liability company and has been operating since 1987. The firm serves institutional clients and functions as a commodity pool operator/commodity trading advisor (CPO/CTA) and as sponsor/GP or managing member of pooled investment vehicles. Its advisory mandate covers portfolio management for pooled vehicles and for businesses or institutional investors. Equinox charges both a percentage-of-AUM management fee and performance-based fees. The firm does not identify as an active ESG investor and is not designated as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

2 of 2
  • JEREMY NIERMAN

    Chief Operating OfficerCRD 3212265

  • DENISE ALEJO

    Chief Financial Officer & Chief Compliance OfficerCRD 4692290

Contacts

1 of 1
  • SEAN FIELER

    OwnerCRD 4143145

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

STAMFORD, CT

FAIRFIELD

Location

STAMFORD, CT

Headquartered in STAMFORD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
301 Tresser Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth