EQUINUM, LLC

RIASEC RegisteredEst. 2019
Total AUM
$566M
Discretionary
$541M
96% of AUM
Avg account
$1.1M
Accounts
498
Employees
5
Advisory reps
5

Firm details

Headquarters
Brooklynn, New York
CRD number
304350
Registered since
June 27, 2019
Website
equinum.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI45.8%
  • Charitable Organizations39.59%
  • Pension & Profit Sharing Plans6.4%
  • Individuals5.16%
  • Corporations / Businesses3.06%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Equinum, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2019. The firm serves both individual/family and institutional clients and charges fees based on a percentage of assets under management. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers; Equinum also identifies itself as a capital allocator. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Exchange Traded Equities 48%, US Government Bonds 40%, Cash & Cash Equivalents 5%, Private Funds 3%, Public Funds/Mutual Funds 2%, Investment Grade Corp Bonds 1%, Other 1%48%
  • Exchange Traded Equities48%
  • US Government Bonds40%
  • Cash & Cash Equivalents5%
  • Private Funds3%
  • Public Funds/Mutual Funds2%

Contacts

3 of 5

  • ZACHARIA WAXLER

    Managing PartnerCRD 5332017

  • ARON PINSON

    FounderCRD 4730525

  • JACOB HALBERSTAM

    DirectorCRD 7123901

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Brooklynn, NY

KINGS

Location

Brooklynn, NY

Headquartered in Brooklynn, 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
KINGS
Address
3611 14th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth