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EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC

301 Tresser Boulevard
13th Floor
Stamford, Connecticut 06901
Tel: 203-516-2265

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About EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC

EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC, formally registered with the SEC as EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC. The firm was established in 01/08/1987. They have over 1 offices throughout the country.

EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC is a Stamford, Connecticut based Financial Planning firm with nearly $728,571,967 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#105885
SEC#801-28696
Assets Managed by Firm$728,571,967
No. of Clients9
No. of Advisors11

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total9$728,571,967

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