EQUIAM

Overview

Equiam is organized as a limited liability company and is registered with the SEC (registration year listed as 2026). The firm is owned by a mix of domestic entities and individuals and is classified in the available data as unclassified. It does not identify itself as a capital allocator or an active ESG investor, and the record does not show it operating as a multi-state RIA or as a pension consultant. The firm’s public profile lists a broad set of industry roles and affiliations that go beyond a typical standalone adviser: broker‑dealer activity, other investment adviser functions, CPO/CTA and futures commission merchant capabilities, banking or thrift institution ties, trust company and insurance company links, and roles as sponsor, general partner, or managing member of pooled investment vehicles. Those affiliations indicate the firm can participate in multiple parts of the investment and product chain rather than acting purely as a retail wealth manager.

Assets & Accounts

Investments & Alternatives