AEQUITAS INVESTMENT MANAGEMENT, LLC
CRD #143780 SEC #801-68039 LAKE OSWEGO, OR 503-419-3500
SEC Registered Private Funds
Total AUM
$128.5M
Discretionary
$128.5M
Employees
11
Clients
0
Accounts
11
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2015 | $299.5M | $299.5M | $0 | 51 | 1 |
| May 2015 | $299.5M | $299.5M | $0 | 51 | 1 |
| Mar 2015 | $300.7M | $300.7M | $0 | 51 | 1 |
| May 2014 | $221M | $221M | $0 | 23 | 1 |
| Mar 2014 | $218.9M | $218.9M | $0 | 23 | 1 |
| Oct 2013 | $147.4M | $147.4M | $0 | 27 | 1 |
| Apr 2013 | $136M | $136M | $0 | 27 | 1 |
| Sep 2012 | $128.5M | $128.5M | $0 | 11 | 1 |
| Jul 2012 | $128.5M | $128.5M | $0 | 11 | 1 |
| Mar 2012 | $128.5M | $128.5M | $0 | 11 | 1 |
| Mar 2012 | $128.5M | $128.5M | $0 | 11 | 1 |
| Mar 2011 | $39M | $39M | $0 | -- | -- |
| Jul 2010 | $48.3M | $48.3M | $0 | -- | -- |
| Mar 2010 | $30.1M | $30.1M | $0 | -- | -- |
| Oct 2007 | $26M | $26M | $0 | -- | -- |
DateJul 2015
Total AUM$299.5M
Discretionary$299.5M
Non-Disc.$0
Employees51
Clients1
DateMay 2015
Total AUM$299.5M
Discretionary$299.5M
Non-Disc.$0
Employees51
Clients1
DateMar 2015
Total AUM$300.7M
Discretionary$300.7M
Non-Disc.$0
Employees51
Clients1
DateMay 2014
Total AUM$221M
Discretionary$221M
Non-Disc.$0
Employees23
Clients1
DateMar 2014
Total AUM$218.9M
Discretionary$218.9M
Non-Disc.$0
Employees23
Clients1
DateOct 2013
Total AUM$147.4M
Discretionary$147.4M
Non-Disc.$0
Employees27
Clients1
DateApr 2013
Total AUM$136M
Discretionary$136M
Non-Disc.$0
Employees27
Clients1
DateSep 2012
Total AUM$128.5M
Discretionary$128.5M
Non-Disc.$0
Employees11
Clients1
DateJul 2012
Total AUM$128.5M
Discretionary$128.5M
Non-Disc.$0
Employees11
Clients1
DateMar 2012
Total AUM$128.5M
Discretionary$128.5M
Non-Disc.$0
Employees11
Clients1
DateMar 2012
Total AUM$128.5M
Discretionary$128.5M
Non-Disc.$0
Employees11
Clients1
DateMar 2011
Total AUM$39M
Discretionary$39M
Non-Disc.$0
Employees--
Clients--
DateJul 2010
Total AUM$48.3M
Discretionary$48.3M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$30.1M
Discretionary$30.1M
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$26M
Discretionary$26M
Non-Disc.$0
Employees--
Clients--