Equanimity Capital Management, LLC

Overview

Equanimity Capital Management, LLC is a small, single-owner investment advisory firm structured as an LLC that focuses on discretionary portfolio management and advisory work for individuals, small businesses and institutional clients. The firm lists portfolio management for both individuals/small businesses and for businesses or institutions among its core activities, and also provides pension consulting services and educational seminars or workshops. Fee arrangements are a mix of percentage-of-AUM and fixed fees. The firm is not an active ESG investor and does not report multi-state adviser status. It identifies a law firm among its industry affiliations, which may reflect client relationships or professional referral sources. Investment activity is concentrated in publicly traded equities, with the bulk of managed assets held in exchange-traded securities. Equanimity also uses private placements as its primary alternative channel and employs a mix of annuities, mutual funds and corporate debt within client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices