EQUILIBRIUM VENTURES, LLC

80 Eighth Ave
5th Floor
New York, New York 10011
Tel: 310-922-8955

About EQUILIBRIUM VENTURES, LLC

EQUILIBRIUM VENTURES, LLC, formally registered with the SEC as EQUILIBRIUM VENTURES, LLC. The firm was established in 09/29/2023. They have over 2 offices throughout the country.

EQUILIBRIUM VENTURES, LLC is a New York, New York based Financial Planning firm with nearly $141,495,854 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	309164
SEC#	801-128525
Assets Managed by Firm	$141,495,854
No. of Clients	8
No. of Advisors	19

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	8	$141,495,854
High net worth individuals	2	$43,146,424

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