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Equifin Capital Management Ii LLC (New York)


Equifin Capital Management Ii LLC is a mid-sized advisory firm based in New York. It manages $31.24 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2012.

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Equifin Capital Management Ii provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Equifin Capital Management Ii: assets under management

The assets under management (AUM) of Equifin Capital Management Ii LLC is $31.24 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -95% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $31.24 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.21 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Equifin Capital Management Ii LLC 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.

Based in New York

The principal office where Equifin Capital Management Ii LLC performs its advisory services is located at 7 Times Square, New York, NY 10036, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212 382-6000 or by fax 212 382-6001. The normal business hours are 8:00am-6:00pm on Monday - Friday. You can find more information about the New York firm at equifincapital.com/.


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