EQUUS CAPITAL PARTNERS, LTD.

RIASEC RegisteredEst. 2011
Total AUM
$1.7B
Discretionary
$1.6B
90% of AUM
Avg account
$193M
Accounts
9
Employees
133
Advisory reps
9

Firm details

Headquarters
NEWTOWN SQUARE, Pennsylvania
CRD number
158719
Registered since
August 23, 2011
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Equus Capital Partners, Ltd. operates as a limited partnership focused on pooled real estate investment vehicles for institutional clients. The firm is SEC-registered (since 2011) and structures its advisory work around portfolio management for commingled real estate funds rather than acting as a broad capital allocator to external non-real-estate strategies. Its compensation mixes a percentage-of-assets-under-management fee with performance-based fees, aligning manager upside with fund results. Equus is not positioned as an active ESG investor and does not operate as a multi-state adviser in the regulatory sense; its business activity centers on managing real estate funds and related advisory services. Industry affiliations include ties to insurance companies and real estate brokerage channels, which support deal sourcing and disposition activity.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • Howard Patent

    Senior Vice President and Chief Financial OfficerCRD 7894523

  • Kyle Turner

    Executive Vice President and Chief Investment OfficerCRD 8065863

  • Stephen Spaeder

    President and CEOCRD 8065857

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Contacts

3 of 4
  • ANDREW BROOKMAN

    General CounselCRD 7091614

  • ROBERT MALONEY

    Secretary and TreasurerCRD 5960534

  • ARTHUR PASQUARELLA

    Vice ChairmanCRD 5960529

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

NEWTOWN SQUARE, PA

DELAWARE

Location

NEWTOWN SQUARE, PA

Headquartered in NEWTOWN SQUARE, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
DELAWARE
Address
Ellis Preserve W Chester Pike
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth