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Building 2AEQUITAS INVESTMENT MANAGEMENT, LLC

Map pinLAKE OSWEGO, OR
Phone503-419-3500
NotebookSEC #801-68039
Total AUM
$299.5M
Employees
51
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5300 MEADOWS ROAD
SUITE 400
LAKE OSWEGO
OR 97035
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
503-419-3500

ReceiptFinancials

Total AUM
$299.5M
Accounts
8
Discretionary
$299.5M
Accounts
8
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
DENCNVORTXWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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