BLANK EQUITY MANAGEMENT LLC

Overview

Blank Equity Management LLC is an independent registered investment adviser focused on discretionary portfolio management and financial planning for individuals, families and select institutional clients. The firm operates under an individual ownership model and employs a fee structure that includes a percentage of assets under management as well as hourly and fixed-fee engagements. Its stated advisory scope centers on tailored planning and portfolio management for individuals and small businesses. Investment activity shows a clear preference for publicly traded equities as the central building block of client portfolios. Blank Equity Management LLC does not position itself as a capital allocator or an active ESG investor; instead it appears to build portfolios from liquid equity exposures supplemented by external alternative managers when appropriate. The firm’s business model emphasizes direct portfolio implementation and client advisory work rather than managing pooled funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices