Equinum, LLC

RIASEC Registered

Total AUM

$757M

Discretionary

$508M

67% of AUM

Avg account

$1.2M

Accounts

640

Employees

Advisory reps

Firm details

Headquarters: Brooklyn, New York
CRD number: 304350
Registered since: June 27, 2019
Website: equinum.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI44.14%
Charitable Organizations43.74%
Pension & Profit Sharing Plans5.68%
Individuals4.68%
Corporations / Businesses1.76%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Equinum, LLC is an independent registered investment adviser organized as an LLC. The firm is registered with the SEC (registered in 2019) and operates as a capital allocator for both individual/family and institutional clients. Its primary fee model is a percentage of assets under management. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers; the latter underpins the firm's use of outside managers for some mandates. Equinum does not characterize itself as an active ESG investor and lists an industry affiliation with an accountant.