EQUIUS PARTNERS, INC.
CRD #110450 SEC #801-20786 NOVATO, CA 415-382-2500
SEC Registered
Total AUM
$1B
Discretionary
$983M
Employees
14
Clients
251
Accounts
1,137
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $1B | $983M | $26.7M | 14 | 0 |
| Mar 2022 | $1.1B | $1.1B | $36.5M | 15 | 0 |
| Apr 2021 | $1.1B | $1.1B | $31.1M | 15 | 0 |
| Dec 2020 | $1.1B | $1B | $30.3M | 14 | 0 |
| Jul 2020 | $1.1B | $1B | $30.3M | 14 | 0 |
| Jun 2020 | $1.1B | $1B | $30.3M | 14 | 0 |
| Apr 2020 | $1.1B | $1B | $30.3M | 14 | 0 |
| Feb 2020 | $941.9M | $916.2M | $25.7M | 12 | 0 |
| Nov 2019 | $941.9M | $916.2M | $25.7M | 12 | 0 |
| Apr 2019 | $941.9M | $916.2M | $25.7M | 12 | 0 |
| Feb 2019 | $1B | $974M | $29.3M | 12 | 0 |
| Mar 2018 | $1B | $974M | $29.3M | 12 | 0 |
| Apr 2017 | $880.4M | $854.9M | $25.5M | 11 | 638 |
| Mar 2017 | $880.4M | $854.9M | $25.5M | 11 | 638 |
| Feb 2016 | $728.3M | $705.8M | $22.5M | 11 | 625 |
| Feb 2015 | $834.4M | $811.1M | $23.3M | 10 | 609 |
| Feb 2015 | $834.4M | $811.1M | $23.3M | 10 | 609 |
| May 2014 | $797.8M | $775.1M | $22.7M | 9 | 560 |
| Feb 2014 | $797.8M | $775.1M | $22.7M | 9 | 560 |
| Sep 2013 | $638.9M | $620.2M | $18.7M | 8 | 500 |
| Mar 2013 | $638.9M | $620.2M | $18.7M | 8 | 500 |
| Feb 2012 | $583.1M | $566.9M | $16.2M | 6 | 500 |
| Mar 2011 | $579.6M | $562M | $17.7M | 10 | -- |
| Mar 2011 | $579.6M | $562M | $17.7M | 10 | -- |
| Aug 2010 | $446.5M | $432.5M | $14M | 10 | -- |
| Mar 2010 | $446.5M | $432.5M | $14M | 10 | -- |
| Feb 2009 | $538M | $538M | $0 | 10 | -- |
| Dec 2007 | $623.7M | $582.5M | $41.1M | 10 | -- |
| Sep 2007 | $623.7M | $582.5M | $41.1M | 10 | -- |
| Aug 2007 | $623.7M | $582.5M | $41.1M | 10 | -- |
| May 2007 | $623.7M | $582.5M | $41.1M | 10 | -- |
| Apr 2007 | $605.1M | $564.4M | $40.6M | 10 | -- |
| Mar 2007 | $335.5M | $335.5M | $0 | 10 | -- |
| Jan 2007 | $335.5M | $335.5M | $0 | 10 | -- |
| Dec 2005 | $239.5M | $239.5M | $0 | 5 | -- |
| Nov 2005 | $239.5M | $239.5M | $0 | 5 | -- |
| Sep 2005 | $172M | $172M | $0 | 5 | -- |
| Jun 2005 | $172M | $172M | $0 | 5 | -- |
| Dec 2004 | $172M | $172M | $0 | 5 | -- |
| Nov 2001 | $94.6M | $85.6M | $8.9M | 5 | -- |
| Jun 2001 | $94.6M | $85.6M | $8.9M | 5 | -- |
DateMar 2023
Total AUM$1B
Discretionary$983M
Non-Disc.$26.7M
Employees14
Clients0
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$36.5M
Employees15
Clients0
DateApr 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$31.1M
Employees15
Clients0
DateDec 2020
Total AUM$1.1B
Discretionary$1B
Non-Disc.$30.3M
Employees14
Clients0
DateJul 2020
Total AUM$1.1B
Discretionary$1B
Non-Disc.$30.3M
Employees14
Clients0
DateJun 2020
Total AUM$1.1B
Discretionary$1B
Non-Disc.$30.3M
Employees14
Clients0
DateApr 2020
Total AUM$1.1B
Discretionary$1B
Non-Disc.$30.3M
Employees14
Clients0
DateFeb 2020
Total AUM$941.9M
Discretionary$916.2M
Non-Disc.$25.7M
Employees12
Clients0
DateNov 2019
Total AUM$941.9M
Discretionary$916.2M
Non-Disc.$25.7M
Employees12
Clients0
DateApr 2019
Total AUM$941.9M
Discretionary$916.2M
Non-Disc.$25.7M
Employees12
Clients0
DateFeb 2019
Total AUM$1B
Discretionary$974M
Non-Disc.$29.3M
Employees12
Clients0
DateMar 2018
Total AUM$1B
Discretionary$974M
Non-Disc.$29.3M
Employees12
Clients0
DateApr 2017
Total AUM$880.4M
Discretionary$854.9M
Non-Disc.$25.5M
Employees11
Clients638
DateMar 2017
Total AUM$880.4M
Discretionary$854.9M
Non-Disc.$25.5M
Employees11
Clients638
DateFeb 2016
Total AUM$728.3M
Discretionary$705.8M
Non-Disc.$22.5M
Employees11
Clients625
DateFeb 2015
Total AUM$834.4M
Discretionary$811.1M
Non-Disc.$23.3M
Employees10
Clients609
DateFeb 2015
Total AUM$834.4M
Discretionary$811.1M
Non-Disc.$23.3M
Employees10
Clients609
DateMay 2014
Total AUM$797.8M
Discretionary$775.1M
Non-Disc.$22.7M
Employees9
Clients560
DateFeb 2014
Total AUM$797.8M
Discretionary$775.1M
Non-Disc.$22.7M
Employees9
Clients560
DateSep 2013
Total AUM$638.9M
Discretionary$620.2M
Non-Disc.$18.7M
Employees8
Clients500
DateMar 2013
Total AUM$638.9M
Discretionary$620.2M
Non-Disc.$18.7M
Employees8
Clients500
DateFeb 2012
Total AUM$583.1M
Discretionary$566.9M
Non-Disc.$16.2M
Employees6
Clients500
DateMar 2011
Total AUM$579.6M
Discretionary$562M
Non-Disc.$17.7M
Employees10
Clients--
DateMar 2011
Total AUM$579.6M
Discretionary$562M
Non-Disc.$17.7M
Employees10
Clients--
DateAug 2010
Total AUM$446.5M
Discretionary$432.5M
Non-Disc.$14M
Employees10
Clients--
DateMar 2010
Total AUM$446.5M
Discretionary$432.5M
Non-Disc.$14M
Employees10
Clients--
DateFeb 2009
Total AUM$538M
Discretionary$538M
Non-Disc.$0
Employees10
Clients--
DateDec 2007
Total AUM$623.7M
Discretionary$582.5M
Non-Disc.$41.1M
Employees10
Clients--
DateSep 2007
Total AUM$623.7M
Discretionary$582.5M
Non-Disc.$41.1M
Employees10
Clients--
DateAug 2007
Total AUM$623.7M
Discretionary$582.5M
Non-Disc.$41.1M
Employees10
Clients--
DateMay 2007
Total AUM$623.7M
Discretionary$582.5M
Non-Disc.$41.1M
Employees10
Clients--
DateApr 2007
Total AUM$605.1M
Discretionary$564.4M
Non-Disc.$40.6M
Employees10
Clients--
DateMar 2007
Total AUM$335.5M
Discretionary$335.5M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$335.5M
Discretionary$335.5M
Non-Disc.$0
Employees10
Clients--
DateDec 2005
Total AUM$239.5M
Discretionary$239.5M
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$239.5M
Discretionary$239.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$172M
Discretionary$172M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$172M
Discretionary$172M
Non-Disc.$0
Employees5
Clients--
DateDec 2004
Total AUM$172M
Discretionary$172M
Non-Disc.$0
Employees5
Clients--
DateNov 2001
Total AUM$94.6M
Discretionary$85.6M
Non-Disc.$8.9M
Employees5
Clients--
DateJun 2001
Total AUM$94.6M
Discretionary$85.6M
Non-Disc.$8.9M
Employees5
Clients--