EQUITYBEE ADVISORS, LLC
Firm details
- Headquarters
- PALO ALTO, California
- CRD number
- 309297
- Registered since
- August 6, 2024
- Website
- equitybee.com
Firm profile
FINTRXOverview
Equitybee Advisors, LLC is a limited liability company that registered as an SEC adviser in 2024 and is affiliated with a broker-dealer. The firm’s activity centers on advising private funds rather than managing retail or institutional discretionary accounts. It is classified as unclassified in regulatory filings, does not identify as a capital allocator, and is not positioned as an ESG investor or a multi-state adviser. The profile indicates more of a fund-focused advisory role—structuring, advising or servicing pools of private capital—rather than operating as a traditional wealth manager or pension consultant.
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
Location
PALO ALTO, CA
SANTA CLARA
Location
PALO ALTO, CA
Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 955 Alma St
- Time zone
- PT (UTC-8)
- Office locations
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