I5equity
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 298949
- Registered since
- April 3, 2020
- Website
- www.i5equity.com
Firm profile
FINTRXOverview
I5equity is organized as a limited liability company and appears in FINTRX as an SEC-registered adviser since 2020. The ownership structure is listed as a combination of a domestic entity and an individual. FINTRX classifies the firm as “Unclassified” and records that it is not designated as a capital allocator, not an active ESG investor, and not a multi-state or related adviser. The firm has provided very little public detail about its business model, advisory activities, or target client segments. FINTRX does not list typical operational or investment-policy information that would clarify whether I5equity operates as a boutique RIA, a family-office style manager, or another adviser type.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4Kathy Sipinick
Principal Operations OfficerCRD 3248100
Giovanni Soleti
CCOCRD 6109434

Sotero Rodriguez
Managing DirectorCRD 7182539
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 1700 Montgomery St
- Time zone
- PT (UTC-8)
- Office locations
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