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 appears in the dataset as an SEC-registered entity since 2023. The firm is classified as "Unclassified" in the source and is listed under an owner type of domestic entity / individual. The snapshot flags indicate it is not a capital allocator, not an active ESG investor, not a multi-state adviser (see Location & Offices for a related note), not a pension consultant, and not a related adviser. The record contains no description of the firm's advisory activities, business model, fee structure, or client segments, so there is no public information here about how the firm positions itself or the services it provides to clients.

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