Equinox Partners Investment Management LLC
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Overview
Equinox Partners Investment Management LLC is an advisory company headquartered in Stamford, Connecticut. It administers $801.3 million in assets under management over nine client accounts, placing it among the larger firms in the nation by assets under management (AUM). The firm has a small group, including 7 financial advisors. Equinox Partners Investment Management LLC is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer company to do so. Securities are defined as exchangable financial assets such as bonds, stocks and options.
Equinox Partners Investment Management LLC administers all of its accounts in a discretionary manner. Discretionary management is a structure in which buy and sell choices are made by an investment advisor without needing the client's approval. The company manages roughly $89.0 million in assets for every account. The average advisor at Equinox Partners Investment Management LLC oversees around one client account, making it one of the most individualized advisor firms in the country.
Equinox Partners Investment Management LLC's main office is at 301 Tresser Boulevard, Stamford, Connecticut 6901. The firm is allowed to serve clients in the state of Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Equinox Partners Investment Management LLC by the Numbers
$801.3 million
13
9
$89.0 million
Fee Structure
A financial advisor's fees usually depend on which services are provided. However, fees billed by the firm can include the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to pooled investment vehicles. Out of its nine clients, Equinox Partners Investment Management LLC's biggest client group by number of accounts is pooled investment vehicles. Around 56% of the firm's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Equinox Partners Investment Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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