EQUITY INTERNATIONAL

RIASEC RegisteredEst. 2012
Total AUM
$1.4B
Discretionary
$1.3B
90% of AUM
Avg account
$66.5M
Accounts
21
Employees
13
Advisory reps
4

Firm details

Headquarters
CHICAGO, Illinois
CRD number
156961
Registered since
March 28, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Equity International is a privately held LLC that operates as a multifaceted fund manager with primary activity in private equity and real estate investing. The firm serves institutional clients and implements portfolio management for pooled investment vehicles, acting in sponsor/GP and related roles for the funds it manages. Its fee arrangements include asset-based fees alongside performance-based compensation and other fee structures. Equity International identifies as an active ESG investor, which appears to inform its manager selection and portfolio construction across private vehicles. The firm is not positioned as a capital allocator to external mandates; instead it manages its own pooled funds and engages with third‑party managers in alternative strategies. It also maintains regulatory registrations consistent with advising private pooled vehicles and has affiliations that include CPO/CTA activity and trust-company relationships.

Assets & Accounts

Investments & Alternatives

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

2 of 2
  • EDWARD SLAPANSKY

    Chief Investment OfficerCRD 4118454

  • THOMAS HENEGHAN

    Chief Executive OfficerCRD 6156900

Contacts

2 of 2
  • NICOLE MOY

    CCOCRD 7491517

  • LISA REICHENBACH

    Managing DirectorCRD 7336475

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
2 N Riverside Plz
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth