# EQUIUS PARTNERS, INC.

EQUIUS PARTNERS, INC. of NOVATO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 110450
- Type: SEC-registered investment adviser
- SEC file number: 801-20786
- Location: 3 HAMILTON LANDING, SUITE 260, NOVATO, CA, 94949
- Phone: 415-382-2500
- Latest filing: 2023-03-31
- Regulatory AUM: $1.0B
- Discretionary AUM: $983.0M
- Non-discretionary AUM: $26.7M
- Clients: 14
- Accounts: 1,137

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| JONCKHEER PHILIP WILLEM | FOUNDING PARTNER; MANAGING DIRECTOR; MANAGING DIRECTOR DIRECTOR (+1 more) | — |
| TROUTNER JEFFREY CHARLES | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; CHIEF OPERATING OFFICER (+3 more) | — |
| MICHAELS KEVIN JOSEPH | SR.VP CFO DIRECTOR | — |
| ZAHORENKO JASON JOHN | CHIEF COMPLIANCE OFFICER | — |
| KINGSLEY NANCY JILL | N/A  (SHAREHOLDER) | — |
| MORSE JAMES REYNOLDS | CHAIRMAN  DIRECTOR | — |
| CALAGUI KATHRYN LYNN TROUTNER | CHIEF EXECUTIVE OFFICER | — |
| TROUTNER THOMAS JEFFREY | CHIEF RELATIONSHIP OFFICER; MANAGING PARTNER | — |
| HUMPHREY NICHOLAS | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | — |
| WORTHINGTON GREG EUGENE | MANAGING DIRECTOR | — |
| BOLGATZ MICHAEL GLENN | CORPORATE COUNSEL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110450/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110450/similar
- Related entities: https://search.stillhousedata.com/firm/110450/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110450

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.