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 is recorded as having registered with the SEC in 2020. Ownership is listed as a combination of a domestic entity and an individual. Regulatory filings categorize the firm as unclassified rather than under a standard advisory subclass. The firm's profile in the data indicates a narrow regulatory footprint: it is not identified as a capital allocator, it is not flagged as an active ESG investor, and it does not operate as a multi-state adviser or a pension consultant. Other business details such as client types, fee arrangements, and specific advisory activities were not included in the source data.
Assets & Accounts
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 4Giovanni Soleti
CCOCRD 6109434

Sotero Rodriguez
Managing DirectorCRD 7182539

Peter Burkholder
Vice PresidentCRD 8020322
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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