Eqt Partners Inc
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Overview
Eqt Partners Inc is an advisory firm that has its headquarters in New York, New York. The firm administers $19.2 billion in assets throughout 50 accounts, making it one of the biggest financial advisory firms in the nation by assets under management (AUM). Eqt Partners Inc has a large group, including 63 financial advisors. Eqt Partners Inc does not act as 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 has to go through a broker-dealer firm to do so. Securities are tradable financial assets such as bonds, options and stocks.
Eqt Partners Inc oversees zero of its accounts on a discretionary basis. Discretionary management means that buy and sell choices for the client's account are made by a portfolio manager without requiring the client's permission. The firm also oversees 50 non-discretionary accounts totaling $19.2 billion in assets under management. The investment advisory firm's typical account size is $384.1 million. The average financial advisor at Eqt Partners Inc manages fewer than one client account, making it one of the most individualized financial advisor firms in the country.
The company's central office is at 1114 Avenue Of The Americas, New York, New York 10036. The company is legally registered to provide services to clients in the state of Massachusetts.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Eqt Partners Inc by the Numbers
$19.2 billion
107
50
$384.1 million
Fee Structure
Fees for financial advisory services usually depend on which services are provided. Fees charged by the firm typically consist of non-traditional fee structures. The company does not participate in a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
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Offered by 10% of firms
Other
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
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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 26% of firms that offer this fee type
Performance-based
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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
Types of Clients
The company works with pooled investment vehicles and other investment advisers. Out of its 50 customers, Eqt Partners Inc's biggest client is pooled investment vehicles. Around 100% of its accounts are represented by people from outside of the U.S.
- 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
Eqt Partners Inc does not have any disclosures.
Please visit its Form ADV for more details.
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