ARCHITECT EQUITY

RIASEC RegisteredEst. 2024
Total AUM
$384M
Discretionary
$384M
100% of AUM
Avg account
$96M
Accounts
4
Employees
15
Advisory reps
3

Firm details

Headquarters
EL SEGUNDO, California
CRD number
328703
Registered since
April 25, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Architect Equity is organized as a limited liability company that functions primarily as a private equity manager and sponsor of pooled investment vehicles. The firm focuses on managing private funds for institutional investors, serving as general partner and managing member on sponsored vehicles rather than operating as a broad capital allocator. Its advisory activity centers on portfolio management for pooled investment vehicles and it charges a mix of asset-based and performance fees, a structure common to private equity and carry-oriented strategies. Investment emphasis is on direct private equity strategies, but Architect Equity’s mandate and allocations extend into multiple alternative asset areas. The firm identifies itself as an active ESG investor, which appears to influence manager selection, deal diligence and portfolio monitoring across its funds. As sponsor/GP, Architect Equity controls fund-level decision-making and is positioned to originate, structure and oversee deals while also selecting third-party managers where complementary exposure is required.

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
  • Raymond Cho

    Chief Compliance OfficerCRD 7886828

Contacts

2 of 2
  • JISANG YOOK

    MemberCRD 2820002

  • Dionisio Lucchesi

    Managing PartnerCRD 7869697

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

EL SEGUNDO, CA

LOS ANGELES

Location

EL SEGUNDO, CA

Headquartered in EL SEGUNDO, 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
2101 E El Segundo Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth