Equitybee Securities, LLC
Firm details
- Headquarters
- Palo Alto, California
- CRD number
- 41896
- Registered since
- January 20, 1997
- Website
- equitybee.com
Firm profile
FINTRXOverview
Equitybee Securities, LLC is organized as a limited liability company and has been SEC-registered since 1997. Public records classify the firm as "unclassified" and indicate ownership described as a domestic entity and individual. The dataset shows limited disclosure about the firm's business lines and client segments. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser in the provided snapshot.
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
2 of 2
Matthew Levinson
Chief Compliance OfficerCRD 2972310

Michelle Kaiser
CEOCRD 5880443
Contacts
3 of 9
Lior Furas
Private Equity ManagerCRD 7604947

Adi Zalcman
Account ExecutiveCRD 8202255

Liroy Peri
Vice President, Investor RelationsCRD 8134025
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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