15 EQUITY

Overview

15 Equity is a small, privately owned LLC registered as an investment adviser in 2020 that provides portfolio management for individuals and small businesses. The firm’s client mix is individual and family households, and its fee schedule blends percentage-of-AUM billing with hourly and fixed-fee engagements. Filings show a clear equity orientation: exchange-traded equities make up the bulk of assets under management, and the firm operates primarily as an advisory manager rather than a capital allocator or fund sponsor. It is not flagged as an active ESG investor and it does not describe pension consulting or related-adviser activities. Investment implementation appears to favor liquid, listed instruments for core exposure while using third-party managers for select alternative strategies. The firm runs both discretionary and non-discretionary mandates and uses a single primary custodian to centralize custody and trading.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices