EQUITY FUND RESEARCH, LLC
EQUITY FUND RESEARCH, LLC is an SEC-registered investment adviser (CRD 128818). Regulatory assets under management: $2.
Registration
- CRD: 128818
- SEC file number: 801-64817
- Type: Registered investment adviser
- Phone: 781-729-3832
- Latest filing: 2026-02-04
- Regulatory AUM: $2
- Discretionary AUM: $2
- Clients: 1
- Accounts: 1
Business model
Compensation: % of AUM.
Clients served: High net worth.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| SMITH PETER LEONARD | OWNER; OWNER/CHIEF COMPLIANCE OFFICER | — |
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