Equitix Investments North America L.P
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Overview
Equitix Investments North America L.P operates as an advisory company located in Miami, Florida. Equitix Investments North America L.P oversees $199.5 million in assets throughout one client account, placing it in the mid-tier of financial advisory firms in the nation by assets under management (AUM). The company has a small group, including 8 financial advisors. Equitix Investments North America L.P is not a registered broker-dealer, meaning it cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are tradable fiscal assets such as options, bonds and stocks.
Equitix Investments North America L.P oversees all of its client assets in a discretionary manner. Discretionary management means that an investment advisor has the discretion to make transaction choices without requiring the customer's approval. The investment advisory firm oversees about $199.5 million for each client account. An average financial advisor at Equitix Investments North America L.P oversees fewer than one client account, placing it among the most individualized financial advisor firms in the country.
Equitix Investments North America L.P's main office is at 1221 Brickell Avenue, Miami, Florida 33131. It is registered to serve investors in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Equitix Investments North America L.P by the Numbers
$199.5 million
9
1
$199.5 million
Fee Structure
A financial advisor's fees are based on which service is offered. However, fees billed by the firm may 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
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Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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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
Equitix Investments North America L.P caters to pooled investment vehicles. Equitix Investments North America L.P's largest client type by number of accounts is pooled investment vehicles. None 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.
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Disclosures
Equitix Investments North America L.P does not have any disclosures.
Please visit its Form ADV for more details.
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