Equity Armor Investments

RIASEC Registered

Total AUM

$184M

Discretionary

$184M

100% of AUM

Avg account

$1.5M

Accounts

121

Employees

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 156327
Registered since: September 3, 2019
Website: www.equityarmorinvestments.com
Custodians: CHARLES SCHWAB & CO., INC., GOLDMAN SACHS & CO. LLC, INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Other Investment Advisers42.29%
Investment Companies37.74%
Individuals19.96%
Services: Portfolio Management for IndividualsPortfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Equity Armor Investments is a privately owned LLC that provides portfolio management services for individuals, small businesses and investment companies. Registered with the SEC in 2019, the firm operates as a commodity pool operator/commodity trading advisor (CPO/CTA) and charges clients both a percentage-of-AUM fee and performance-based fees. Its client base includes both individual/family clients and institutional relationships. The adviser does not self-identify as an ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Exchange Traded Equities93%
Derivatives5%
Cash & Cash Equivalents2%

Owners & executives

3 of 3

Joseph Tigay
Chief Trading OfficerCRD 5910624
Brian Stutland
Chief Investment Officer, Investment Advisor RepresentativeCRD 4560863
Afshin Rahbari
CEO and Investment Advisor RepresentativeCRD 2178116