Equilibrium Ventures, LLC
Assets Under Management
$137.3M
Number of Clients
6
Number of Advisors
3
Average Client AUM
$22.9M
AUM per Advisor
$45.8M
Compensation
Fee-Only (AUM)
About This Firm
Equilibrium Ventures, LLC (EQV) offers discretionary portfolio management and advisory services to pooled investment vehicles (Managed Funds) and separately managed accounts for high-net-worth individuals, family offices, trusts, estates, and other entities. EQV's investment management services are tailored to client needs based on their objectives, risk tolerance, and restrictions.
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
Location
80 Eighth Ave, 5th Floor, New York, NY, 10011