Equilibrium Ventures, LLC

Equilibrium Ventures, LLC (CRD# 309164) is a financial advisory firm headquartered in New York, NY. They manage $141,495,854 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
104 5th Ave, Floor 3, New York, NY 10011
https://www.linkedin.com/company/joinequi
By the Numbers
  • Total Assets Under Management
    141
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $17,686,982
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Equilibrium Ventures, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Itay Vinik, financial advisor New York NY
Itay N. Vinik
CRD#: 5899585
104 5th Ave, Floor 3, New York, NY 10011

Itay Vinik (CRD# 5899585) is an Investment Advisor Representative working at Equilibrium Ventures, LLC in New York, NY and has over 11 years of experience in the finance industry.

2
Jason Barbera, financial advisor Durham NC
Jason R. Barbera
CRD#: 7590543
Durham, NC

Jason Barbera (CRD# 7590543) is an Investment Advisor Representative working at Equilibrium Ventures, LLC in Durham, NC and has 1 year of experience in the finance industry.

3
Alan Lev, financial advisor New York NY
Alan Lev
CRD#: 7262648
104 5th Ave, Floor 3, New York, NY 10011

Alan Lev (CRD# 7262648) is an Investment Advisor Representative working at Equilibrium Ventures, LLC in New York, NY and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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