EQUITY INTERNATIONAL

Two North Riverside Plaza
Suite 700
Chicago, Illinois 60606
Tel: 312-675-7400

About EQUITY INTERNATIONAL

EQUITY INTERNATIONAL, formally registered with the SEC as EQUITY INTERNATIONAL. The firm was established in 03/28/2012. They have over 1 offices throughout the country.

EQUITY INTERNATIONAL is a Chicago, Illinois based Financial Planning firm with nearly $1,608,346,750 assets under management, offering retirement planning & investment advisory services to 21 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156961
SEC#	801-73179
Assets Managed by Firm	$1,608,346,750
No. of Clients	21
No. of Advisors	10

Fee Structure

A percentage of AUM
Performance Based
Other (SEE SCHEDULE D - MISCELLANEOUS)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	21	$1,608,346,750

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