BUTTERFLY EQUITY LP

9595 Wilshire Blvd, Suite 510
Beverly Hills, California 90212
Tel: 310-409-4994

About BUTTERFLY EQUITY LP

BUTTERFLY EQUITY LP, formally registered with the SEC as BUTTERFLY EQUITY LP. The firm was established in 07/27/2018. They have over 1 offices throughout the country.

BUTTERFLY EQUITY LP is a Beverly Hills, California based Financial Planning firm with nearly $4,047,839,940 assets under management, offering retirement planning & investment advisory services to 20 clients. The firm is staffed with 37 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	284667
SEC#	801-113713
Assets Managed by Firm	$4,047,839,940
No. of Clients	20
No. of Advisors	37

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	20	$4,047,839,940

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