ELEQUIN SECURITIES LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
20
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
311650
Registered since
December 27, 2021

Firm profile

FINTRX

Overview

Elequin Securities LLC is an SEC-registered limited liability company that first registered in 2021. Public filings classify the firm as unclassified and identify its ownership as a combination of domestic entity and individual ownership. The regulatory snapshot indicates the firm does not act as a capital allocator, is not a multi-state adviser, is not an active ESG investor, and is not identified as a pension consultant or related adviser. Public disclosures provide limited detail on client makeup, fee schedules and specific advisory services.

Public Holdings

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
  • James Finlayson

    Chief Operating OfficerCRD 3096527

Contacts

3 of 19
  • Josh Moskovits

    TraderCRD 6500374

  • Cory Riegelhaupt

    Portfolio ManagerCRD 7464293

  • PETER GUTIERREZ

    Portfolio ManagerCRD 2933355

Unlock 16 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 117

Active vs passive

$226M in ETFs

Passive

41%

$92.6M

Active

20%

$134M

ETFProviderStyleCategoryValueShares% of portfolio
BITWISE SOLANA STAKING ETF (BSOL)Bitwise$64.5M3,935,60028.50%

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1333 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth