NEWTOWN SQUARE, PACRD 158719Latest ADV March 30, 2026
Equus Capital Partners, Ltd. is an SEC registered investment adviser organized as a limited partnership with a primary office location in Newtown Square, PA. Its latest Form ADV filing, dated March 30, 2026, reports $1.7B in regulatory assets under management, 133 employees, 6 offices, and 9 accounts.
Assets Under Management
$1.7B
Employees
133
Offices
6 offices
Total Clients
9
Primary office
NEWTOWN SQUARE, PA
ELLIS PRESERVE, 3843 WEST CHESTER PIKE, NEWTOWN SQUARE, PA, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.7Bas of March 30, 2026
Discretionary90.5%
$1.6B
90% of total RAUM90.5%
Non-discretionary9.5%
$166M
10% of total RAUM9.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.7B
Total Accounts9
10Y AUM Change+$34M (+2.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees133
Clients per Employee0:1
10Y Employee Change+28 (+26.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.