I5equity
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 298949
- Registered since
- April 3, 2020
- Website
- www.i5equity.com
Firm profile
FINTRXOverview
I5equity is an LLC-style advisory firm that registered with the SEC in 2020. FINTRX classifies the firm as "Unclassified" rather than assigning it to a standard peer group. Ownership is recorded as a combination of a domestic entity and an individual. The snapshot indicates I5equity is not a capital allocator, is not an active ESG investor, and is not designated as a multi-state adviser. The profile also shows the firm is not identified as a pension consultant or a related adviser. Publicly available records in the dataset provide only a narrow view of the firm's structure and regulatory status; specific descriptions of its advisory offerings, fee schedules, target client segments, or investment specializations are not included in the provided data.
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
Contacts
3 of 4Giovanni Soleti
CCOCRD 6109434

Sotero Rodriguez
Managing DirectorCRD 7182539

Peter Burkholder
Vice PresidentCRD 8020322
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 1700 Montgomery St
- Time zone
- PT (UTC-8)
- Office locations
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