Equius Partners is an investment advisor in Novato with $1.13 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
942927404
SEC advisor number
801-20786
FINRA CRD number
110450
AUM ?
$1.01 bn
(as of 31 Mar 23)
Accounts
1,137
(as of 31 Mar 23)
Employees
14
(7 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
28 Jul 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
15 Feb 22