Facts and Insights
EQUANIMITY CAPITAL MANAGEMENT, LLC is a trusted financial management firm that specializes in providing personalized investment strategies to clients. With a team of seasoned financial experts and a commitment to excellence, they have established a strong track record of helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
- Personalized investment strategies
- Portfolio management
- Retirement planning
- Estate planning
- Risk management
Client Types
EQUANIMITY CAPITAL MANAGEMENT, LLC serves a diverse range of clients including high net-worth individuals, families, and institutional investors. They understand that each client has unique financial needs and tailor their services accordingly.
Fees & Compensation
EQUANIMITY CAPITAL MANAGEMENT, LLC charges a competitive and transparent fee based on a percentage of assets under management. They believe in aligning their interests with those of their clients and do not receive any commissions or third-party payments.
Background
EQUANIMITY CAPITAL MANAGEMENT, LLC was founded in 2005 by a team of experienced financial professionals with a combined experience of over 50 years in the industry. They have a strong reputation for providing expert financial advice and personalized service to their clients.
Financial Advisor Disclosures to Know
EQUANIMITY CAPITAL MANAGEMENT, LLC operates with the highest level of integrity and transparency. They have a clean regulatory record and no disciplinary actions or violations. They are registered with the SEC and fully comply with all regulations and laws governing the financial industry.