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Building 23P EQUITY PARTNERS, LLC

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Phone408-983-0720
NotebookSEC #801-113623
Total AUM
$158.5M
Employees
3
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
408-983-0720

ReceiptFinancials

Total AUM
$158.5M
Accounts
3
Discretionary
$158.5M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
2
AUM
$148.4M
Corporation or Business Clients
1
AUM
$10.1M

Briefcase businessServices

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Services Offered
Other ServicesPooled Vehicle Portfolio Management
Other Services
PORTFOLIO MANAGEMENT FOR INVESTMENT PARTNERSHIPS (OTHER THAN POOLED INVESTMENT VEHICLES)
Compensation Types
Charges Other FeeCharges Performance-Based
Other Compensation
MONITORING AND CLOSING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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