EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC
CRD #182520 SEC #801-96301 PORTLAND, OR 971-352-8430
SEC Registered Private Funds
Total AUM
$773.4M
Discretionary
$773.4M
Employees
22
Clients
--
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $773.4M | $773.4M | $0 | 22 | 0 |
| Mar 2025 | $773.4M | $773.4M | $0 | 22 | 0 |
| Oct 2024 | $1.2B | $1.2B | $0 | 36 | 0 |
| Mar 2024 | $1.2B | $1.2B | $0 | 36 | 0 |
| Mar 2023 | $1.5B | $1.5B | $0 | 45 | 0 |
| Mar 2022 | $1.5B | $1.5B | $0 | 40 | 0 |
| Mar 2021 | $1.2B | $1.2B | $0 | 37 | 0 |
| Nov 2020 | $671.8M | $671.8M | $0 | 36 | 0 |
| Apr 2020 | $671.8M | $671.8M | $0 | 36 | 0 |
| Mar 2020 | $671.8M | $671.8M | $0 | 36 | 0 |
| Mar 2019 | $467.1M | $467.1M | $0 | 35 | 0 |
| Mar 2018 | $173.5M | $173.5M | $0 | 20 | 0 |
| Sep 2017 | $177.6M | $177.6M | $0 | 23 | 1 |
| Mar 2017 | $177.6M | $177.6M | $0 | 23 | 1 |
| Dec 2016 | $178.3M | $178.3M | $0 | 23 | 1 |
| Nov 2016 | $178.3M | $178.3M | $0 | 23 | 1 |
| Feb 2016 | $391M | $391M | $0 | 11 | 0 |
| Sep 2015 | $300M | $300M | $0 | 11 | 0 |
| Jul 2015 | $275M | $275M | $0 | 11 | 0 |
| Jun 2015 | $275M | $275M | $0 | 11 | 0 |
| May 2015 | $275M | $275M | $0 | 11 | 0 |
| May 2015 | $275M | $275M | $0 | 11 | 0 |
DateOct 2025
Total AUM$773.4M
Discretionary$773.4M
Non-Disc.$0
Employees22
Clients0
DateMar 2025
Total AUM$773.4M
Discretionary$773.4M
Non-Disc.$0
Employees22
Clients0
DateOct 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees36
Clients0
DateMar 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees36
Clients0
DateMar 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees45
Clients0
DateMar 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees40
Clients0
DateMar 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees37
Clients0
DateNov 2020
Total AUM$671.8M
Discretionary$671.8M
Non-Disc.$0
Employees36
Clients0
DateApr 2020
Total AUM$671.8M
Discretionary$671.8M
Non-Disc.$0
Employees36
Clients0
DateMar 2020
Total AUM$671.8M
Discretionary$671.8M
Non-Disc.$0
Employees36
Clients0
DateMar 2019
Total AUM$467.1M
Discretionary$467.1M
Non-Disc.$0
Employees35
Clients0
DateMar 2018
Total AUM$173.5M
Discretionary$173.5M
Non-Disc.$0
Employees20
Clients0
DateSep 2017
Total AUM$177.6M
Discretionary$177.6M
Non-Disc.$0
Employees23
Clients1
DateMar 2017
Total AUM$177.6M
Discretionary$177.6M
Non-Disc.$0
Employees23
Clients1
DateDec 2016
Total AUM$178.3M
Discretionary$178.3M
Non-Disc.$0
Employees23
Clients1
DateNov 2016
Total AUM$178.3M
Discretionary$178.3M
Non-Disc.$0
Employees23
Clients1
DateFeb 2016
Total AUM$391M
Discretionary$391M
Non-Disc.$0
Employees11
Clients0
DateSep 2015
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees11
Clients0
DateJul 2015
Total AUM$275M
Discretionary$275M
Non-Disc.$0
Employees11
Clients0
DateJun 2015
Total AUM$275M
Discretionary$275M
Non-Disc.$0
Employees11
Clients0
DateMay 2015
Total AUM$275M
Discretionary$275M
Non-Disc.$0
Employees11
Clients0
DateMay 2015
Total AUM$275M
Discretionary$275M
Non-Disc.$0
Employees11
Clients0