EQUITYZEN ADVISORS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2017
Total AUM
Accounts
0
Advisory reps
0
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
289299
Registered since
July 26, 2017

Firm profile

FINTRX

Overview

Equityzen Advisors LLC is a limited liability company that registered with the SEC in 2017 and operates as an unclassified investment adviser. The firm’s activity centers on advising private pooled vehicles rather than running a traditional advisory practice for retail/accounts — its principal engagement is with private equity funds and related sponsor/GP roles. Registry and affiliation data show the organization also operates across multiple capital-markets roles (broker‑dealer, registered security‑based swap dealer, commodity/private pooled vehicle roles and related banking/trust/insurance capacities), which positions it to originate, structure and manage private‑market and sponsor‑led vehicles rather than acting as a mass retail wealth manager. Equityzen Advisors is not flagged as an active ESG investor, a multi‑state adviser, a pension consultant, or a capital allocator in the snapshot data.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, 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
NEW YORK
Address
1 New York Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth