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 investment adviser organized as an LLC and operating in the hedge fund space. The firm serves institutional clients and positions itself as an active manager for pooled investment vehicles and for businesses or institutional balance sheets. Equinox acts in capacities typical of active alternative managers—serving as a CPO/CTA and acting as sponsor, general partner, or managing member of its pooled vehicles. Compensation combines an asset-based fee with performance-linked fees. The adviser reports it does not pursue active ESG integration and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

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

Owners & executives

2 of 2
  • Jeremy Nierman

    Jeremy Nierman

    Chief Operating OfficerCRD 3212265

  • Denise Alejo

    Chief Financial Officer & Chief Compliance OfficerCRD 4692290

Contacts

1 of 1
  • Sean Fieler

    Sean Fieler

    OwnerCRD 4143145

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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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