APHELION EQUITY LLC
Firm details
- Headquarters
- Beverly Hills, California
- CRD number
- 334310
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Andrew Urbanowicz
Chief Investment OfficerCRD 8018576
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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