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 an LLC formed as an SEC-registered adviser in 2012 that positions itself as a manager of pooled, alternative-focused investment vehicles. The firm is described as a private equity and real estate fund manager with a multifaceted strategy, serving an institutional client base. Its compensation structure combines a percentage-of-assets fee with performance-based fees and other fee arrangements. Equity International reports advisory activity concentrated on portfolio management for pooled investment vehicles, and it identifies as an active ESG investor. The firm is owned by a domestic entity and/or individual and has affiliations consistent with operating as an adviser, sponsor/GP, and related entity types such as a trust company or CPO/CTA.

Assets & Accounts

Investments & Alternatives

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

    Thomas Heneghan

    Chief Executive OfficerCRD 6156900

Contacts

2 of 2
  • Nicole Moy

    Nicole Moy

    CCOCRD 7491517

  • Lisa Reichenbach

    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