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AEQUIM ALTERNATIVE INVESTMENTS LP
AEQUIM ALTERNATIVE INVESTMENTS LP
MILL VALLEY, California
·
5 registered advisors
·
CRD# 293127
SEC# 801-112992
0
415-477-9077
01
Firm Overview
AUM
$4.4B
Regulatory assets under management
Employees
10
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at AEQUIM ALTERNATIVE INVESTMENTS LP
5 registered advisors
Charles Dylan Cater
MILL VALLEY, California
CRD# 5548810
Christopher Sean Winchester
MILL VALLEY, California
CRD# 3160650
David Craig Goldstein
MILL VALLEY, California
CRD# 1670828
Franklin Michael Parlamis
MILL VALLEY, California
CRD# 4154930
Gregory John Leograndis
MILL VALLEY, California
CRD# 2163579
05
Office Locations
MILL VALLEY, California
5 advisors
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Data sourced from SEC Form ADV filings. AEQUIM ALTERNATIVE INVESTMENTS LP (CRD# 293127) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.