Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EQV charges an annual asset-based fee ranging from 0.25% to 1% for separately managed accounts, subject to negotiation based on factors like assets managed and services provided. Fees are valued by the custodian. EQV may waive fees for employees. Clients bear brokerage commissions and custodial fees. Managed Funds have separate fee structures as detailed in their governing documents.
Areas of Practice
Advisor Information
Office location
80 Eighth Ave, 5th Floor, New York, NY, 10011
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Alan serves as the Chairman of Belgravia Group, Ltd, a real estate development company. He dedicates about full-time hours to this role during securities trading hours.