Equinum, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Brooklyn, NY. Its latest Form ADV filing, dated April 14, 2026, reports $566M in regulatory assets under management, 5 employees, 2 offices, and 498 accounts.
Assets Under Management
$566M
Employees
5
Offices
2 offices
Total Clients
214
Primary office
BROOKLYN, NY
3611 14TH AVENUE, SUITE 221, BROOKLYN, NY, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 43.0% of total clients.
Top client categories% of clientsClients
1
HNWI
43.0%
92
2
Individuals
25.2%
54
3
Charitable
17.8%
38
4
Pension Plans
9.8%
21
5
Corporations
4.2%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$566Mas of April 14, 2026
Discretionary95.7%
$541M
96% of total RAUM95.7%
Non-discretionary4.3%
$25M
4% of total RAUM4.3%
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$566M
Total Accounts498
10Y AUM Change+$566M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee43:1
10Y Employee Change+2 (+66.7%)
* 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.