Equus Capital Partners, Ltd. (Newtown Square)
Equus Capital Partners, Ltd. Is a Large Advisory Firm Based in Newtown Square. It Manages $1.28 Billion of Regulatory Assets for 11 Client Accounts. It Has...
Equus Capital Partners, Ltd. is a large advisory firm based in Newtown Square. It manages $1.28 billion of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Pennsylvania.
Equus Capital Partners provides portfolio management for pooled investment vehicles and real estate investment. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Equus Capital Partners: assets under management
The assets under management (AUM) of Equus Capital Partners, Ltd. is $1.28 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $1.28 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $116.39 million each.
Equus Capital Partners has custody of $1.28 billion in cash and securities for 11 clients in total but doesn’t act as a qualified custodian.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Equus Capital Partners, Ltd. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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