Equinox Institutional Asset Management, LP (Princeton)

Equinox Institutional Asset Management, LP is a large advisory firm based in Princeton. It manages $901.35 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of New Jersey.

Equinox Institutional Asset Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Equinox Institutional Asset Management: assets under management

The assets under management (AUM) of Equinox Institutional Asset Management, LP is $901.35 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 239% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $901.35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $150.22 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Equinox Institutional Asset Management, LP for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Equinox Institutional Asset Management serves?

The only and largest group of clients of Equinox Institutional Asset Management is investment companies with 6 clients and $901.35 million of assets under management. Among the 12 most similar advisory firms, Equinox Institutional Asset Management has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $901.35 million for 6 clients. None of the firm’s clients are foreign persons or businesses.

Equinox Institutional Asset Management doesn't advise any private funds.

Careers at Equinox Institutional Asset Management, LP

The company employs 12 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 2 indirect owners.

Based in Princeton

The principal office where Equinox Institutional Asset Management, LP performs its advisory services is located at 47 Hulfish Street, Princeton, NJ 08542, which is also the mailing address of the firm. An additional office of the firm is in Philadelphia, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 609-430-0404 or by fax 609-454-5010. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at equinoxfunds.com.

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