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Building 2EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC

Map pinPORTLAND, OR
Phone971-352-8430
NotebookSEC #801-96301
Total AUM
$642.6M
Employees
16
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
151 SW 1ST AVENUE
SUITE 300
PORTLAND
OR 97204
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
971-352-8430

ReceiptFinancials

Total AUM
$642.6M
Accounts
4
Discretionary
$642.6M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
4
AUM
$642.6M

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
CAOR

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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