EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC
Firm details
- Headquarters
- PORTLAND, Oregon
- CRD number
- 182520
- Registered since
- June 8, 2015
- Website
- eq-cap.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Equilibrium Capital Investment Management, LLC is an SEC-registered LLC that provides portfolio management for pooled investment vehicles and functions as sponsor, general partner and managing member of those vehicles. The firm is positioned as an alternative fund provider serving institutional clients. Its compensation combines a percentage-of-assets fee with performance-based fees. Equilibrium is not identified as an active ESG investor and is not registered as a multi-state adviser. The firm was first registered with the SEC in 2015 and is owned by a combination of a domestic entity and an individual.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Theodore Holt
Chief Risk & Compliance OfficerCRD 7307925
DAVID CHEN
CEOCRD 5861615
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PORTLAND, OR
MULTNOMAH
Location
PORTLAND, OR
Headquartered in PORTLAND, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- MULTNOMAH
- Address
- 151 SW 1st Ave
- Time zone
- PT (UTC-8)
- Office locations
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