Equity Shift, Inc.
Firm details
- Headquarters
- Raleigh, North Carolina
- CRD number
- 309841
- Registered since
- May 5, 2021
- Website
- equityshift.com
Firm profile
FINTRXOverview
Equity Shift, Inc. is organized as a corporation and is listed as an SEC-registered adviser with an initial registration year of 2021. Public disclosures for the firm are minimal: it is categorized as unclassified and identified as having both a domestic-entity and individual ownership structure. The firm does not report itself as an ESG investor, a capital allocator, a multi-state adviser, a pension consultant, or a related adviser. There are no published details on the firm’s advisory services, client segments, fee structure, or investment process in the available record. Because substantive business and affiliation information has not been supplied, it is not possible to describe target clients, portfolio construction approaches, or service lines from the current data set.
Assets & Accounts
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
3 of 3Thomas Gordon
Chief Executive OfficerCRD 7270771

William Duckett
COO & Co-FounderCRD 7270660
William Portwood
CFOCRD 4853700
Contacts
3 of 5
Abigail Roush
DirectorCRD 8208524

Jaime Torres
Senior Vice PresidentCRD 3138407

Colby Hagen
Vice PresidentCRD 8115571
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Raleigh, NC
Wake
Location
Raleigh, NC
Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Wake
- Address
- 434 Fayetteville St
- Time zone
- ET (UTC-5)
- Office locations
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