Aequim Alternative Investments LP

RIASEC RegisteredEst. 2018

Total AUM

$8.2B

Discretionary

$8.2B

100% of AUM

Avg account

$1.6B

Accounts

5

Employees

11

Advisory reps

5

Firm details

Headquarters: Mill Valley, California
CRD number: 293127
Registered since: April 30, 2018
Website: aequim.com
Custodians: BNP PARIBAS SECURITIES CORP., J.P. MORGAN SECURITIES INC., BARCLAYS BANK PLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles60.52%
State / Municipal Government39.48%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Aequim Alternative Investments LP is a limited partnership formed in 2018 that operates as a hedge fund focused on institutional clients. The firm functions in a manager capacity for pooled investment vehicles and provides portfolio management services to businesses and institutional accounts. It also performs commodity pool operator/commodity trading advisor (CPO/CTA) roles and serves as sponsor, general partner and managing member of pooled vehicles it oversees. Compensation is a mix of a percentage of assets under management and performance-based fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Investment Grade Corp Bonds53%
Non-Investment Grade Corp Bonds33%
Exchange Traded Equities13%
Cash & Cash Equivalents1%

Owners & executives

2 of 2

David Goldstein
Chief Operating Officer and Chief Compliance OfficerCRD 1670828
Franklin Parlamis
Founder and Chief Investment OfficerCRD 4154930

Contacts

3 of 3

Gregory Leograndis
Director of Business DevelopmentCRD 2163579
Charles Cater
Limited PartnerCRD 5548810
Christopher Winchester
Limited PartnerCRD 3160650

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1

Active vs passive

$15.1M in ETFs

Passive

100%

$15.1M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES BITCOIN TRUST ETF (IBIT)	BlackRock	Passive	Digital Assets	$15.1M	455,000	100.00%

Primary office

Mill Valley, CA

Marin

Location

Mill Valley, CA

Headquartered in Mill Valley, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area: San Jose-San Francisco-Oakland, CA
Region: West
County: Marin
Address: 2 Belvedere Pl
Time zone: PT (UTC-8)
Office locations

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