THE EQUITY ALLIANCE
Firm details
- Headquarters
- New York, New York
- CRD number
- 326652
- Registered since
- October 13, 2023
Firm profile
FINTRXOverview
The Equity Alliance is a limited liability company that operates primarily as a manager and sponsor of pooled investment vehicles. Registered with the SEC in 2023, the firm appears structured to run private funds rather than provide traditional advisory services to retail or high‑net‑worth individuals. Ownership is a mix of a foreign entity and an individual, and the firm is classified as an unclassified adviser that does not present itself as a capital allocator or an active ESG investor. Its stated business activities and affiliations emphasize acting as sponsor, general partner and managing member of pooled vehicles. That positioning signals the firm’s focus on fund formation, governance and capital-raising for private investment vehicles rather than delivering ongoing, multi-state advisory services to a broad client base.
Assets & Accounts
Investments & Alternatives
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 2ADRIENNE REES
CIO & Managing PartnerCRD 5320066
GREGORY PARSONS
CEOCRD 3148868
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 65 Greene St
- Time zone
- ET (UTC-5)
- Office locations
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