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Gregory John Leograndis

AEQUIM ALTERNATIVE INVESTMENTS LP·MILL VALLEY, California
Clean recordAEQUIM ALTERNATIVE INVESTMENTS LP
2 BELVEDERE PLACE, MILL VALLEY, CA 94941CRD# 2163579Firm CRD# 293127

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory John Leograndis · MILL VALLEY, CA
Registration
CRD #2163579 · AEQUIM ALTERNATIVE INVESTMENTS LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gregory John Leograndis is a registered financial advisor based in MILL VALLEY, California, affiliated with AEQUIM ALTERNATIVE INVESTMENTS LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
AEQUIM ALTERNATIVE INVESTMENTS LP
AEQUIM ALTERNATIVE INVESTMENTS LP
AUM
$4.4B
Regulatory assets under management
Employees
10
Total firm employees
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2163579
Firm CRD# 293127
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory John Leograndis offer?
Gregory John Leograndis specializes in Retirement Planning, Wealth Management. Contact their office in MILL VALLEY, California for a consultation.
What are Gregory John Leograndis's credentials?
Gregory John Leograndis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory John Leograndis located?
Gregory John Leograndis is based in MILL VALLEY, California, working with AEQUIM ALTERNATIVE INVESTMENTS LP. Their office serves clients in the MILL VALLEY metropolitan area and surrounding communities.
How does Gregory John Leograndis charge for services?
Gregory John Leograndis's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AEQUIM ALTERNATIVE INVESTMENTS LP?
AEQUIM ALTERNATIVE INVESTMENTS LP has approximately 10 employees and manages $4.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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