THE EQUITY ALLIANCE

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
326652
Registered since
October 13, 2023

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • ADRIENNE REES

    CIO & Managing PartnerCRD 5320066

  • GREGORY PARSONS

    CEOCRD 3148868

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth