EQT Partners Bd, LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
45
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 a limited liability company that became an SEC-registered adviser in 2023. The firm is listed as a domestic entity/individual owner type and carries an “Unclassified” designation in the available records. The snapshot flags indicate it does not act as a capital allocator, is not identified as an active ESG investor, and is not classified as a multi-state or newly formed adviser. No advisory activities, client types, fee structure, or business activities were provided in the source data.

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

3 of 3
  • Barry Breen

    Barry Breen

    Chief Compliance OfficerCRD 6697996

  • Dmitriy Rutitskiy

    Dmitriy Rutitskiy

    CFO/FINOPCRD 6117665

  • Alok Gaur

    Alok Gaur

    Partner, Chief Operating OfficerCRD 4693996

Contacts

3 of 42
  • Mark Santaguida

    Mark Santaguida

    AssociateCRD 7217096

  • Michael Stimmel

    Michael Stimmel

    Vice PresidentCRD 6348367

  • Julia Baum

    Julia Baum

    AssociateCRD 7292047

Unlock 39 more contacts

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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