I5EQUITY
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 298949
- Registered since
- April 3, 2020
- Website
- www.i5equity.com
Firm profile
FINTRXOverview
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
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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