Equilibrium Capital Investment Management , LLC
Equilibrium Capital Investment Management , LLC is an SEC-registered asset manager in Portland, OR with $642.6M assets under management (AUM, regulatory AUM), -17% over one year. See who owns Equilibrium Capital Investment Management , LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 182520, SEC 801-96301, data through 2026-04-24.
- AUM (assets under management / regulatory AUM)
- $642.6M (2026-04-24)
- Firm type
- Asset Manager
- Location
- Portland, OR
- Employees
- 16
- Clients
- 4
- CRD
- 182520
- Ownership
- EQUILIBRIUM CAPITAL GROUP, LLC; CAMPBELL, WILLIAM, COOLIDGE; CHEN, DAVID, YI-PING; KULLAVANIJAYA, PICHARN, QUISUMBING; PIERREPONT, JOHN, JAY
How much AUM does Equilibrium Capital Investment Management , LLC have?
Equilibrium Capital Investment Management , LLC reported $642.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-24).
Who owns Equilibrium Capital Investment Management , LLC?
Disclosed owners and executives of Equilibrium Capital Investment Management , LLC include EQUILIBRIUM CAPITAL GROUP, LLC, CAMPBELL, WILLIAM, COOLIDGE, CHEN, DAVID, YI-PING, KULLAVANIJAYA, PICHARN, QUISUMBING, PIERREPONT, JOHN, JAY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.