Equity International
Answer a few questions and
get matched with an advisor.
Learn more about Equity International
Overview
Equity International operates as a financial advisory firm based in Chicago, Illinois. The firm handles $1.6 billion in assets across 23 accounts, placing it among the biggest investment advisory firms in the nation by assets under management (AUM). Equity International has a small group, including 7 financial advisors. Equity International does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable financial assets such as stocks, bonds and options.
Equity International manages 21 of the company's client assets on a discretionary basis. Discretionary management is a structure in which a portfolio manager has the discretion to make buy and sell decisions for the client's account without needing client permission. Equity International also administers two non-discretionary accounts with a total of $117.0 million in AUM. The investment advisory firm's average account size is $70.3 million. An average advisor at Equity International manages about three client accounts, placing it among the most individualized firms in the country.
The firm's main office is located at Two North Riverside Plaza, Chicago, Illinois 60606. Equity International is legally registered to provide services to investors in the state of Illinois.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Equity International by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1.6 billion
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
7
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
23
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$70.3 million
Fee Structure
Fees for financial management usually vary depending on which service is provided. Fee types billed by the firm most likely consist of some blend of the following fee structures: asset-based, performance-based or other. Equity International does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
It caters to pooled investment vehicles. Out of its 23 clients, Equity International's biggest client by number of accounts is pooled investment vehicles. About 92% of its clients are represented by 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.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Equity International does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.