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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOLGATZ, MICHAEL, GLENN | I | CORPORATE COUNSEL | NA | Control |
| BOLGATZ, MICHAEL, GLENN | I | CORPORATE COUNSEL | NA | Control |
| CALAGUI, KATHRYN, LYNN TROUTNER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CALAGUI, KATHRYN, LYNN TROUTNER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CALAGUI, KATHRYN, LYNN TROUTNER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CALAGUI, KATHRYN, LYNN TROUTNER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CALAGUI, KATHRYN, LYNN TROUTNER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HUMPHREY, NICHOLAS | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUMPHREY, NICHOLAS | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUMPHREY, NICHOLAS | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUMPHREY, NICHOLAS | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUMPHREY, NICHOLAS | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUMPHREY, NICHOLAS | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUMPHREY, NICHOLAS | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUMPHREY, NICHOLAS | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUMPHREY, NICHOLAS | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUMPHREY, NICHOLAS | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUMPHREY, NICHOLAS | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUMPHREY, NICHOLAS | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUMPHREY, NICHOLAS | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUMPHREY, NICHOLAS | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| HUMPHREY, NICHOLAS | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| TROUTNER, JEFFREY, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | |
| TROUTNER, JEFFREY, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | |
| TROUTNER, JEFFREY, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | |
| TROUTNER, JEFFREY, CHARLES | I | CHIEF OPERATING OFFICER | NA | |
| TROUTNER, JEFFREY, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | |
| TROUTNER, JEFFREY, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | |
| TROUTNER, JEFFREY, CHARLES | I | CHIEF OPERATING OFFICER | NA | |
| TROUTNER, JEFFREY, CHARLES | I | CHIEF OPERATING OFFICER | NA | |
| TROUTNER, JEFFREY, CHARLES | I | CHIEF OPERATING OFFICER | NA | |
| TROUTNER, THOMAS, JEFFREY | I | CHIEF RELATIONSHIP OFFICER | NA | Control |
| TROUTNER, THOMAS, JEFFREY | I | CHIEF RELATIONSHIP OFFICER | NA | Control |
| TROUTNER, THOMAS, JEFFREY | I | CHIEF RELATIONSHIP OFFICER | NA | Control |
| TROUTNER, THOMAS, JEFFREY | I | CHIEF RELATIONSHIP OFFICER | NA | Control |
| TROUTNER, THOMAS, JEFFREY | I | CHIEF RELATIONSHIP OFFICER | NA | Control |
| TROUTNER, THOMAS, JEFFREY | I | CHIEF RELATIONSHIP OFFICER | NA | Control |
| TROUTNER, THOMAS, JEFFREY | I | CHIEF RELATIONSHIP OFFICER | NA | Control |
| TROUTNER, THOMAS, JEFFREY | I | CHIEF RELATIONSHIP OFFICER | NA | Control |
| WORTHINGTON, GREG, EUGENE | I | MANAGING DIRECTOR | NA | Control |
| WORTHINGTON, GREG, EUGENE | I | MANAGING DIRECTOR | NA | Control |
| WORTHINGTON, GREG, EUGENE | I | MANAGING DIRECTOR | NA | Control |
| WORTHINGTON, GREG, EUGENE | I | MANAGING DIRECTOR | NA | Control |
| WORTHINGTON, GREG, EUGENE | I | MANAGING DIRECTOR | NA | Control |
| WORTHINGTON, GREG, EUGENE | I | MANAGING DIRECTOR | NA | Control |
| WORTHINGTON, GREG, EUGENE | I | MANAGING DIRECTOR | NA | Control |
| WORTHINGTON, GREG, EUGENE | I | MANAGING DIRECTOR | NA | Control |
| ZAHORENKO, JASON, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZAHORENKO, JASON, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZAHORENKO, JASON, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZAHORENKO, JASON, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZAHORENKO, JASON, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZAHORENKO, JASON, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZAHORENKO, JASON, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZAHORENKO, JASON, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZAHORENKO, JASON, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZAHORENKO, JASON, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZAHORENKO, JASON, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZAHORENKO, JASON, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZAHORENKO, JASON, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZAHORENKO, JASON, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JONCKHEER, PHILIP, WILLEM | I | PRESIDENT CEO DIRECTOR | E | Control |
| JONCKHEER, PHILIP, WILLEM | I | PRESIDENT CEO DIRECTOR | E | Control |
| JONCKHEER, PHILIP, WILLEM | I | PRESIDENT CEO DIRECTOR | E | Control |
| JONCKHEER, PHILIP, WILLEM | I | PRESIDENT CEO DIRECTOR | E | Control |
| JONCKHEER, PHILIP, WILLEM | I | PRESIDENT CEO DIRECTOR | E | Control |
| JONCKHEER, PHILIP, WILLEM | I | PRESIDENT CEO DIRECTOR | E | Control |
| JONCKHEER, PHILIP, WILLEM | I | PRESIDENT CEO DIRECTOR | E | Control |
| JONCKHEER, PHILIP, WILLEM | I | MANAGING DIRECTOR | D | Control |
| JONCKHEER, PHILIP, WILLEM | I | MANAGING DIRECTOR | D | Control |
| JONCKHEER, PHILIP, WILLEM | I | MANAGING DIRECTOR | D | Control |
| JONCKHEER, PHILIP, WILLEM | I | MANAGING DIRECTOR | D | Control |
| JONCKHEER, PHILIP, WILLEM | I | MANAGING DIRECTOR DIRECTOR | D | Control |
| JONCKHEER, PHILIP, WILLEM | I | MANAGING DIRECTOR DIRECTOR | D | Control |
| JONCKHEER, PHILIP, WILLEM | I | MANAGING DIRECTOR DIRECTOR | D | Control |
| JONCKHEER, PHILIP, WILLEM | I | MANAGING DIRECTOR DIRECTOR | D | Control |
| JONCKHEER, PHILIP, WILLEM | I | MANAGING DIRECTOR DIRECTOR | D | Control |
| JONCKHEER, PHILIP, WILLEM | I | MANAGING DIRECTOR DIRECTOR | D | Control |
| JONCKHEER, PHILIP, WILLEM | I | MANAGING DIRECTOR | D | Control |
| JONCKHEER, PHILIP, WILLEM | I | MANAGING DIRECTOR | D | Control |
| JONCKHEER, PHILIP, WILLEM | I | MANAGING DIRECTOR | D | Control |
| JONCKHEER, PHILIP, WILLEM | I | MANAGING DIRECTOR | D | Control |
| JONCKHEER, PHILIP, WILLEM | I | MANAGING DIRECTOR | D | Control |
| JONCKHEER, PHILIP, WILLEM | I | MANAGING DIRECTOR | D | Control |
| JONCKHEER, PHILIP, WILLEM | I | MANAGING DIRECTOR | D | Control |
| JONCKHEER, PHILIP, WILLEM | I | MANAGING DIRECTOR | D | Control |
| JONCKHEER, PHILIP, WILLEM | I | MANAGING DIRECTOR | D | Control |
| TROUTNER, JEFFREY, CHARLES | I | MANAGING DIRECTOR | D | Control |
| TROUTNER, JEFFREY, CHARLES | I | MANAGING DIRECTOR | D | Control |
| TROUTNER, JEFFREY, CHARLES | I | MANAGING DIRECTOR | D | Control |
| TROUTNER, JEFFREY, CHARLES | I | MANAGING DIRECTOR | D | Control |
| TROUTNER, JEFFREY, CHARLES | I | MANAGING DIRECTOR CHIEF COMPLIANCE OFFICER | D | Control |
| TROUTNER, JEFFREY, CHARLES | I | MANAGING DIRECTOR CHIEF COMPLIANCE OFFICER | D | Control |
| TROUTNER, JEFFREY, CHARLES | I | MANAGING DIRECTOR CHIEF COMPLIANCE OFFICER | D | Control |
| TROUTNER, JEFFREY, CHARLES | I | MANAGING DIRECTOR CHIEF COMPLIANCE OFFICER | D | Control |
| TROUTNER, JEFFREY, CHARLES | I | MANAGING DIRECTOR CHIEF COMPLIANCE OFFICER | D | Control |
| TROUTNER, JEFFREY, CHARLES | I | MANAGING DIRECTOR CHIEF COMPLIANCE OFFICER | D | Control |
| TROUTNER, JEFFREY, CHARLES | I | MANAGING DIRECTOR | D | Control |
| TROUTNER, JEFFREY, CHARLES | I | MANAGING DIRECTOR | D | Control |
| TROUTNER, JEFFREY, CHARLES | I | MANAGING DIRECTOR | D | Control |
| TROUTNER, JEFFREY, CHARLES | I | MANAGING DIRECTOR | D | Control |
| TROUTNER, JEFFREY, CHARLES | I | CHIEF EXECUTIVE OFFICER | D | Control |
| TROUTNER, JEFFREY, CHARLES | I | CHIEF EXECUTIVE OFFICER | D | Control |
| TROUTNER, JEFFREY, CHARLES | I | CHIEF EXECUTIVE OFFICER | D | Control |
| TROUTNER, JEFFREY, CHARLES | I | MANAGING DIRECTOR | D | Control |
| TROUTNER, JEFFREY, CHARLES | I | MANAGING DIRECTOR | D | Control |
| JONCKHEER, PHILIP, WILLEM | I | PRESIDENT CEO DIRECTOR | C | Control |
| JONCKHEER, PHILIP, WILLEM | I | PRESIDENT CEO DIRECTOR | C | Control |
| JONCKHEER, PHILIP, WILLEM | I | MANAGING DIRECTOR | C | Control |
| JONCKHEER, PHILIP, WILLEM | I | MANAGING DIRECTOR | C | Control |
| JONCKHEER, PHILIP, WILLEM | I | MANAGING DIRECTOR | C | Control |
| JONCKHEER, PHILIP, WILLEM | I | MANAGING DIRECTOR | C | Control |
| JONCKHEER, PHILIP, WILLEM | I | MANAGING DIRECTOR | C | Control |
| JONCKHEER, PHILIP, WILLEM | I | MANAGING DIRECTOR | C | Control |
| JONCKHEER, PHILIP, WILLEM | I | MANAGING DIRECTOR | C | Control |
| JONCKHEER, PHILIP, WILLEM | I | MANAGING DIRECTOR | C | Control |
| JONCKHEER, PHILIP, WILLEM | I | FOUNDING PARTNER | C | Control |
| JONCKHEER, PHILIP, WILLEM | I | FOUNDING PARTNER | C | Control |
| JONCKHEER, PHILIP, WILLEM | I | FOUNDING PARTNER | C | Control |
| JONCKHEER, PHILIP, WILLEM | I | FOUNDING PARTNER | C | Control |
| JONCKHEER, PHILIP, WILLEM | I | FOUNDING PARTNER | C | Control |
| JONCKHEER, PHILIP, WILLEM | I | FOUNDING PARTNER | C | Control |
| JONCKHEER, PHILIP, WILLEM | I | FOUNDING PARTNER | C | Control |
| JONCKHEER, PHILIP, WILLEM | I | FOUNDING PARTNER | C | Control |
| MICHAELS, EDWARD, JOSEPH | I | SR.VP CFO DIRECTOR | C | Control |
| MICHAELS, EDWARD, JOSEPH | I | SR.VP CFO DIRECTOR | C | Control |
| TROUTNER, JEFFREY, CHARLES | I | CHIEF EXECUTIVE OFFICER | C | Control |
| TROUTNER, JEFFREY, CHARLES | I | CHIEF EXECUTIVE OFFICER | C | Control |
| TROUTNER, JEFFREY, CHARLES | I | CHIEF EXECUTIVE OFFICER | C | Control |
| TROUTNER, JEFFREY, CHARLES | I | CHIEF EXECUTIVE OFFICER | C | Control |
| TROUTNER, JEFFREY, CHARLES | I | CHIEF EXECUTIVE OFFICER | C | Control |
| TROUTNER, JEFFREY, CHARLES | I | CHIEF EXECUTIVE OFFICER | C | Control |
| TROUTNER, JEFFREY, CHARLES | I | CHIEF EXECUTIVE OFFICER | C | Control |
| TROUTNER, JEFFREY, CHARLES | I | CHIEF EXECUTIVE OFFICER | C | Control |
| TROUTNER, JEFFREY, CHARLES | I | FOUNDING PARTNER, CHIEF INVESTMENT OFFICER | C | Control |
| TROUTNER, JEFFREY, CHARLES | I | FOUNDING PARTNER, CHIEF INVESTMENT OFFICER | C | Control |
| TROUTNER, JEFFREY, CHARLES | I | FOUNDING PARTNER, CHIEF INVESTMENT OFFICER | C | Control |
| TROUTNER, JEFFREY, CHARLES | I | FOUNDING PARTNER, CHIEF INVESTMENT OFFICER | C | Control |
| TROUTNER, JEFFREY, CHARLES | I | FOUNDING PARTNER, CHIEF INVESTMENT OFFICER | C | Control |
| TROUTNER, JEFFREY, CHARLES | I | FOUNDING PARTNER, CHIEF INVESTMENT OFFICER | C | Control |
| TROUTNER, JEFFREY, CHARLES | I | FOUNDING PARTNER, CHIEF INVESTMENT OFFICER | C | Control |
| TROUTNER, JEFFREY, CHARLES | I | FOUNDING PARTNER, CHIEF INVESTMENT OFFICER | C | Control |
| KINGSLEY, NANCY, JILL | I | N/A (SHAREHOLDER) | A | |
| KINGSLEY, NANCY, JILL | I | N/A (SHAREHOLDER) | A | |
| KINGSLEY, NANCY, JILL | I | N/A (SHAREHOLDER) | A | |
| KINGSLEY, NANCY, JILL | I | N/A (SHAREHOLDER) | A | |
| KINGSLEY, NANCY, JILL | I | N/A (SHAREHOLDER) | A | |
| KINGSLEY, NANCY, JILL | I | N/A (SHAREHOLDER) | A | |
| KINGSLEY, NANCY, JILL | I | N/A (SHAREHOLDER) | A | |
| MORSE, JAMES, REYNOLDS | I | CHAIRMAN DIRECTOR | A | Control |
| MORSE, JAMES, REYNOLDS | I | CHAIRMAN DIRECTOR | A | Control |
| TROUTNER, THOMAS, JEFFREY | I | CHIEF RELATIONSHIP OFFICER | A | Control |
| TROUTNER, THOMAS, JEFFREY | I | CHIEF RELATIONSHIP OFFICER | A | Control |
| TROUTNER, THOMAS, JEFFREY | I | CHIEF RELATIONSHIP OFFICER | A | Control |
| TROUTNER, THOMAS, JEFFREY | I | CHIEF RELATIONSHIP OFFICER | A | Control |
| TROUTNER, THOMAS, JEFFREY | I | CHIEF RELATIONSHIP OFFICER | A | Control |
| TROUTNER, THOMAS, JEFFREY | I | CHIEF RELATIONSHIP OFFICER | A | Control |
| TROUTNER, THOMAS, JEFFREY | I | CHIEF RELATIONSHIP OFFICER | A | Control |
| TROUTNER, THOMAS, JEFFREY | I | CHIEF RELATIONSHIP OFFICER | A | Control |
| TROUTNER, THOMAS, JEFFREY | I | MANAGING PARTNER | A | Control |
| TROUTNER, THOMAS, JEFFREY | I | MANAGING PARTNER | A | Control |
| TROUTNER, THOMAS, JEFFREY | I | MANAGING PARTNER | A | Control |
| TROUTNER, THOMAS, JEFFREY | I | MANAGING PARTNER | A | Control |
| TROUTNER, THOMAS, JEFFREY | I | MANAGING PARTNER | A | Control |
| TROUTNER, THOMAS, JEFFREY | I | MANAGING PARTNER | A | Control |
| TROUTNER, THOMAS, JEFFREY | I | MANAGING PARTNER | A | Control |
| TROUTNER, THOMAS, JEFFREY | I | MANAGING PARTNER | A | Control |
Registrations
Federal
IA
Mar 31, 2023 REGISTERED
Notice Filings (17)
AZ CA CO FL GA HI IL IN MA NH NY OK OR PA TX VA WA
Address
3 HAMILTON LANDINGSUITE 260
NOVATO, CA 94949
United States
Phone: 415-382-2500