I5EQUITY

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
298949
Registered since
April 3, 2020

Firm profile

FINTRX

Overview

I5equity is organized as a limited liability company and is registered with the SEC as of 2020. Ownership is reported as a mix of a domestic entity and an individual. The firm is classified as unclassified in the provided data and does not identify itself as a capital allocator. It also does not self-report as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Public disclosures from the firm are minimal: the record contains no description of advisory activities, business lines, client segments, or manager allocation preferences. The firm likewise did not supply information about its activities and affiliations.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Giovanni Soleti

    CCOCRD 6109434

  • Sotero Rodriguez

    Managing DirectorCRD 7182539

  • Peter Burkholder

    Vice PresidentCRD 8020322

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth