EQUITY2 LLC
Firm details
- Headquarters
- KANSAS CITY, Missouri
- CRD number
- 307017
- Website
- equity2.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1RUBEN ALONSO
CRD 2696936
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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