Equilend

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
31
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
119107
Registered since
June 21, 2002

Firm profile

FINTRX

Overview

Equilend is organized as a limited liability company and is registered with the SEC as an investment adviser since 2002. The firm’s ownership is listed as a combination of a domestic entity and an individual. In the available regulatory snapshot the firm is classified as "Unclassified," and several functional flags are set to negative: it is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and it is not documented as a pension consultant or a related adviser. Public filings and the provided profile contain limited descriptive detail about the firm’s business model. Fields that often describe client types, fee schedules, advisory activities and specific business lines are not populated in the source data, so a full read on Equilend’s client-facing services and operating model is not available from this record.

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
  • Paul Nigrelli

    Paul Nigrelli

    CFOCRD 4572522

  • Kumar Arvind

    Kumar Arvind

    Managing Director, Chief Technology OfficerCRD 6546197

  • Kenneth Degiglio

    Kenneth Degiglio

    Chief Information OfficerCRD 4164903

Contacts

3 of 28
  • Michael Albanese

    Associate DirectorCRD 4133939

  • Michael Doyle

    Michael Doyle

    Director of SalesCRD 2502938

  • Alexa Wildschut

    Alexa Wildschut

    DirectorCRD 5004226

Unlock 25 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
225 Liberty St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth