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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 31, 2025
- 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 |
|---|---|---|---|---|
| CAMPBELL, WILLIAM, COOLIDGE | I | EXECUTIVE OFFICER | NA | Control |
| CAMPBELL, WILLIAM, COOLIDGE | I | EXECUTIVE OFFICER | NA | Control |
| CAMPBELL, WILLIAM, COOLIDGE | I | EXECUTIVE OFFICER | NA | Control |
| CAMPBELL, WILLIAM, COOLIDGE | I | EXECUTIVE OFFICER | NA | Control |
| CAMPBELL, WILLIAM, COOLIDGE | I | EXECUTIVE OFFICER | NA | Control |
| CAMPBELL, WILLIAM, COOLIDGE | I | EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, WILLIAM, COOLIDGE | I | EXECUTIVE OFFICER | NA | Control |
| CAMPBELL, WILLIAM, COOLIDGE | I | EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, WILLIAM, COOLIDGE | I | EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, WILLIAM, COOLIDGE | I | EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, WILLIAM, COOLIDGE | I | EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, WILLIAM, COOLIDGE | I | EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, WILLIAM, COOLIDGE | I | EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, WILLIAM, COOLIDGE | I | EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, WILLIAM, COOLIDGE | I | EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, WILLIAM, COOLIDGE | I | EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, WILLIAM, COOLIDGE | I | EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, WILLIAM, COOLIDGE | I | EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, WILLIAM, COOLIDGE | I | EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| CHEN, DAVID, YI-PING | I | EXECUTIVE OFFICER | NA | Control |
| CHEN, DAVID, YI-PING | I | EXECUTIVE OFFICER | NA | Control |
| CHEN, DAVID, YI-PING | I | EXECUTIVE OFFICER | NA | Control |
| CHEN, DAVID, YI-PING | I | EXECUTIVE OFFICER | NA | Control |
| CHEN, DAVID, YI-PING | I | EXECUTIVE OFFICER | NA | Control |
| CHEN, DAVID, YI-PING | I | EXECUTIVE OFFICER | NA | Control |
| CHEN, DAVID, YI-PING | I | EXECUTIVE OFFICER | NA | Control |
| CHEN, DAVID, YI-PING | I | EXECUTIVE OFFICER | NA | Control |
| CHEN, DAVID, YI-PING | I | EXECUTIVE OFFICER | NA | Control |
| CHEN, DAVID, YI-PING | I | EXECUTIVE OFFICER | NA | Control |
| CHEN, DAVID, YI-PING | I | EXECUTIVE OFFICER | NA | Control |
| CHEN, DAVID, YI-PING | I | EXECUTIVE OFFICER | NA | Control |
| CHEN, DAVID, YI-PING | I | EXECUTIVE OFFICER | NA | Control |
| CHEN, DAVID, YI-PING | I | EXECUTIVE OFFICER | NA | Control |
| CHEN, DAVID, YI-PING | I | EXECUTIVE OFFICER | NA | Control |
| CHEN, DAVID, YI-PING | I | EXECUTIVE OFFICER | NA | Control |
| CHEN, DAVID, YI-PING | I | EXECUTIVE OFFICER | NA | Control |
| CHEN, DAVID, YI-PING | I | EXECUTIVE OFFICER | NA | Control |
| CHEN, DAVID, YI-PING | I | EXECUTIVE OFFICER | NA | Control |
| CHEN, DAVID, YI-PING | I | EXECUTIVE OFFICER | NA | Control |
| CHEN, DAVID, YI-PING | I | EXECUTIVE OFFICER | NA | Control |
| CHEN, DAVID, YI-PING | I | EXECUTIVE OFFICER | NA | Control |
| Holt, Theodore, Donald | I | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER | NA | Control |
| Holt, Theodore, Donald | I | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER | NA | Control |
| Holt, Theodore, Donald | I | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER | NA | Control |
| JORAJURIA, MARIEANNE | I | CHIEF COMPLIANCE OFFICER, CONTROLLER | NA | Control |
| JORAJURIA, MARIEANNE | I | CHIEF COMPLIANCE OFFICER, CONTROLLER | NA | Control |
| JORAJURIA, MARIEANNE | I | CHIEF COMPLIANCE OFFICER, CONTROLLER | NA | Control |
| JORAJURIA, MARIEANNE | I | CHIEF COMPLIANCE OFFICER, CONTROLLER | NA | Control |
| JORAJURIA, MARIEANNE | I | CHIEF COMPLIANCE OFFICER, CONTROLLER | NA | Control |
| JORAJURIA, MARIEANNE | I | CHIEF COMPLIANCE OFFICER, CONTROLLER | NA | Control |
| KULLAVANIJAYA, PICHARN, QUISUMBING | I | EXECUTIVE OFFICER | NA | Control |
| KULLAVANIJAYA, PICHARN, QUISUMBING | I | EXECUTIVE OFFICER | NA | Control |
| KULLAVANIJAYA, PICHARN, QUISUMBING | I | EXECUTIVE OFFICER | NA | Control |
| KULLAVANIJAYA, PICHARN, QUISUMBING | I | EXECUTIVE OFFICER | NA | Control |
| KULLAVANIJAYA, PICHARN, QUISUMBING | I | EXECUTIVE OFFICER | NA | Control |
| KULLAVANIJAYA, PICHARN, QUISUMBING | I | EXECUTIVE OFFICER | NA | Control |
| KULLAVANIJAYA, PICHARN, QUISUMBING | I | EXECUTIVE OFFICER | NA | Control |
| KULLAVANIJAYA, PICHARN, QUISUMBING | I | EXECUTIVE OFFICER | NA | Control |
| KULLAVANIJAYA, PICHARN, QUISUMBING | I | EXECUTIVE OFFICER | NA | Control |
| KULLAVANIJAYA, PICHARN, QUISUMBING | I | EXECUTIVE OFFICER | NA | Control |
| KULLAVANIJAYA, PICHARN, QUISUMBING | I | EXECUTIVE OFFICER | NA | Control |
| KULLAVANIJAYA, PICHARN, QUISUMBING | I | EXECUTIVE OFFICER | NA | Control |
| KULLAVANIJAYA, PICHARN, QUISUMBING | I | EXECUTIVE OFFICER | NA | Control |
| KULLAVANIJAYA, PICHARN, QUISUMBING | I | EXECUTIVE OFFICER | NA | Control |
| KULLAVANIJAYA, PICHARN, QUISUMBING | I | EXECUTIVE OFFICER | NA | Control |
| KULLAVANIJAYA, PICHARN, QUISUMBING | I | EXECUTIVE OFFICER | NA | Control |
| KULLAVANIJAYA, PICHARN, QUISUMBING | I | EXECUTIVE OFFICER | NA | Control |
| PIERREPONT, JOHN, JAY | I | EXECUTIVE OFFICER | NA | Control |
| PIERREPONT, JOHN, JAY | I | EXECUTIVE OFFICER | NA | Control |
| PIERREPONT, JOHN, JAY | I | EXECUTIVE OFFICER | NA | Control |
| PIERREPONT, JOHN, JAY | I | EXECUTIVE OFFICER | NA | Control |
| PIERREPONT, JOHN, JAY | I | EXECUTIVE OFFICER | NA | Control |
| PIERREPONT, JOHN, JAY | I | EXECUTIVE OFFICER | NA | Control |
| PIERREPONT, JOHN, JAY | I | EXECUTIVE OFFICER | NA | Control |
| PIERREPONT, JOHN, JAY | I | EXECUTIVE OFFICER | NA | Control |
| PIERREPONT, JOHN, JAY | I | EXECUTIVE OFFICER | NA | Control |
| PIERREPONT, JOHN, JAY | I | EXECUTIVE OFFICER | NA | Control |
| PIERREPONT, JOHN, JAY | I | EXECUTIVE OFFICER | NA | Control |
| PIERREPONT, JOHN, JAY | I | EXECUTIVE OFFICER | NA | Control |
| PIERREPONT, JOHN, JAY | I | EXECUTIVE OFFICER | NA | Control |
| PIERREPONT, JOHN, JAY | I | EXECUTIVE OFFICER | NA | Control |
| PIERREPONT, JOHN, JAY | I | EXECUTIVE OFFICER | NA | Control |
| PIERREPONT, JOHN, JAY | I | EXECUTIVE OFFICER | NA | Control |
| PIERREPONT, JOHN, JAY | I | EXECUTIVE OFFICER | NA | Control |
| PIERREPONT, JOHN, JAY | I | EXECUTIVE OFFICER | NA | Control |
| PIERREPONT, JOHN, JAY | I | EXECUTIVE OFFICER | NA | Control |
| PIERREPONT, JOHN, JAY | I | EXECUTIVE OFFICER | NA | Control |
| EQUILIBRIUM CAPITAL GROUP, LLC | DE | MEMBER | E | Control |
| EQUILIBRIUM CAPITAL GROUP, LLC | DE | MEMBER | E | Control |
| EQUILIBRIUM CAPITAL GROUP, LLC | DE | MEMBER | E | Control |
| EQUILIBRIUM CAPITAL GROUP, LLC | DE | MEMBER | E | Control |
| EQUILIBRIUM CAPITAL GROUP, LLC | DE | MEMBER | E | Control |
| EQUILIBRIUM CAPITAL GROUP, LLC | DE | MEMBER | E | Control |
| EQUILIBRIUM CAPITAL GROUP, LLC | DE | MEMBER | E | Control |
| EQUILIBRIUM CAPITAL GROUP, LLC | DE | MEMBER | E | Control |
| EQUILIBRIUM CAPITAL GROUP, LLC | DE | MEMBER | E | Control |
| EQUILIBRIUM CAPITAL GROUP, LLC | DE | MEMBER | E | Control |
| EQUILIBRIUM CAPITAL GROUP, LLC | DE | MEMBER | E | Control |
| EQUILIBRIUM CAPITAL GROUP, LLC | DE | MEMBER | E | Control |
| EQUILIBRIUM CAPITAL GROUP, LLC | DE | MEMBER | E | Control |
| EQUILIBRIUM CAPITAL GROUP, LLC | DE | MEMBER | E | Control |
| EQUILIBRIUM CAPITAL GROUP, LLC | DE | MEMBER | E | Control |
| EQUILIBRIUM CAPITAL GROUP, LLC | DE | MEMBER | E | Control |
| EQUILIBRIUM CAPITAL GROUP, LLC | DE | MEMBER | E | Control |
| EQUILIBRIUM CAPITAL GROUP, LLC | DE | MEMBER | E | Control |
| EQUILIBRIUM CAPITAL GROUP, LLC | DE | MEMBER | E | Control |
| EQUILIBRIUM CAPITAL GROUP, LLC | DE | MEMBER | E | Control |
| EQUILIBRIUM CAPITAL GROUP, LLC | DE | MEMBER | E | Control |
| EQUILIBRIUM CAPITAL GROUP, LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| EQUILIBRIUM CAPITAL GROUP, LLC | DE | EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC | E | Control |
| EQUILIBRIUM CAPITAL GROUP, LLC | DE | EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC | E | Control |
| EQUILIBRIUM CAPITAL GROUP, LLC | DE | EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC | E | Control |
| EQUILIBRIUM CAPITAL GROUP, LLC | DE | EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC | E | Control |
| EQUILIBRIUM CAPITAL GROUP, LLC | DE | EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC | E | Control |
| EQUILIBRIUM CAPITAL GROUP, LLC | DE | EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC | E | Control |
| EQUILIBRIUM CAPITAL GROUP, LLC | DE | EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC | E | Control |
| EQUILIBRIUM CAPITAL GROUP, LLC | DE | EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC | E | Control |
| EQUILIBRIUM CAPITAL GROUP, LLC | DE | EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC | E | Control |
Registrations
Federal
IA
Oct 31, 2025 REGISTERED
Notice Filings (2)
CA OR
Address
151 SW 1ST AVENUESUITE 300
PORTLAND, OR 97204
United States
Phone: 971-352-8430