APHELION EQUITY LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Beverly Hills, California
CRD number
334310

Firm profile

FINTRX

Overview

Aphelion Equity LLC is a small, privately held limited liability company that functions primarily as a sponsor, general partner and managing member of pooled investment vehicles. The firm’s activity centers on managing a single hedge fund vehicle rather than acting as a broad-based registered investment adviser to retail or institutional advisory clients. Filings indicate the firm is not an active ESG investor, is not a multi-state adviser, and is classified as an unclassified, individual-owner firm. The structure and noted roles point to a principals-driven setup where the firm originates and manages private fund capital rather than maintaining a roster of advisory accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Andrew Urbanowicz

    Chief Investment OfficerCRD 8018576

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Beverly Hills, CA

LOS ANGELES

Location

Beverly Hills, CA

Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
9531 Santa Monica Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth