EQT Partners Bd, LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
46
Avg account
$0

Firm details

Headquarters
Radnor, Pennsylvania
CRD number
322826
Registered since
May 16, 2023

Firm profile

FINTRX

Overview

EQT Partners Bd, LLC is organized as a limited liability company and is recorded as having registered with the SEC in 2023. The firm’s ownership is listed as a combination of a domestic entity and an individual. In the snapshot data the adviser is categorized as unclassified and does not identify itself as a capital allocator, an active ESG investor, a pension consultant, a related adviser, or a multi-state adviser. The filing also does not populate standard fields such as fee structure or advisory activities. The filing indicates the firm is not labeled a "newly formed" adviser despite the 2023 SEC registration. The available disclosure is sparse, so public-facing descriptions of strategy, client segments, and service lines are not included in the record provided.

Assets & Accounts

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

3 of 3
  • Dmitriy Rutitskiy

    Dmitriy Rutitskiy

    CFO/FINOPCRD 6117665

  • Barry Breen

    Barry Breen

    Chief Compliance OfficerCRD 6697996

  • Alok Gaur

    Alok Gaur

    Partner, Chief Operating OfficerCRD 4693996

Contacts

3 of 43
  • Nayantara Mullick

    Nayantara Mullick

    Associate DirectorCRD 6355403

  • Angela Curry

    Angela Curry

    Vice President, Investor RelationsCRD 7673105

  • Amy Appicelli

    Amy Appicelli

    Managing DirectorCRD 5817426

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Radnor, PA

Delaware

Location

Radnor, PA

Headquartered in Radnor, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Delaware
Address
5 Radnor Corporate Ctr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth