EQUITY2 LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
KANSAS CITY, Missouri
CRD number
307017

Firm profile

FINTRX

Overview

Equity2 LLC operates as a small limited liability company that appears to focus on managing privately held investment vehicles rather than acting as a traditional advisor to retail or institutional client accounts. The firm does not report advisory client relationships or advisory AUM; instead its activity centers on two private funds. Registration and public-facing disclosures about advisory services, fee schedules and broad client segmentation are limited, which suggests the business is narrowly scoped—likely running bespoke or closely held investment vehicles for a small set of principals or investors. Investment behavior inferred from the available information points to concentrated, private-market activity. The firm is not identified as an active ESG investor and is not flagged as a multi-state advisory operation. Given the small aggregate capital under management in its funds, Equity2 LLC appears to prioritize direct or specialist opportunities over broad public-market portfolio management.

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

Contacts

1 of 1
  • RUBEN ALONSO

    CRD 2696936

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

KANSAS CITY, MO

JACKSON

Location

KANSAS CITY, MO

Headquartered in KANSAS CITY, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
JACKSON
Address
300 E 39th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth