EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC

PORTLAND, Oregon·5 registered advisors·CRD# 182520
SEC# 801-963011971-352-8430
01

Firm Overview

AUM
$1.2B
Regulatory assets under management
Employees
36
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC

5 registered advisors
David Yi-Ping Chen
PORTLAND, Oregon
John Jay Pierrepont
PORTLAND, Oregon
Picharn Quisumbing Kullavanijaya
PORTLAND, Oregon
Theodore Donald Holt
PORTLAND, Oregon
William Coolidge Campbell
PORTLAND, Oregon
05

Office Locations

PORTLAND, Oregon
5 advisors

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Data sourced from SEC Form ADV filings. EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC (CRD# 182520) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.