AEQUITAS INVESTMENT MANAGEMENT, LLC of LAKE OSWEGO, OR is an SEC-registered investment adviser (CRD 143780). Regulatory assets under management: $299.5M.
| Name | Role | Location |
|---|---|---|
| Brown T Michael | SENIOR VICE PRESIDENT, BUSINESS OPERATIONS | Calgary, A0 |
| GILLIS NELSON SCOTT | EXECUTIVE VP/CHIEF OPERATIONS OFFICER; EXECUTIVE VP/CHIEF OPERATIONS OFFICER/CFO | — |
| WOOD DEBORAH SCOTT | GENERAL COUNSEL | — |
| JESENIK ROBERT JOSEPH | MANAGER/MEMBER OF AEQUITAS MANAGEMENT, LLC; PRESIDENT; PRESIDENT & CEO | — |
| MACRITCHIE ANDREW N | EXECUTIVE VP/CHIEF COMPLIANCE OFFICER; MANAGER/MEMBER OF AEQUITAS MANAGEMENT, LLC; MANAGER OF AEQUITAS MANAGEMENT, LLC | — |
| OLIVER BRIAN ARTHUR | EXECUTIVE VICE PRESIDENT; MANAGER/MEMBER OF AEQUITAS MANAGEMENT, LLC; MANAGER OF AEQUITAS MANAGEMENT, LLC | — |
| CRAIG ANDREW S | ASSISTANT SECRETARY; GENERAL COUNSEL | — |
| BROWN PATRICIA JEAN | CHIEF ACCOUNTING OFFICER; SENIOR VICE PRESIDENT, FINANCE | — |
| JESENIK ROBERT | CEO | — |
| OLIVER BRIAN | PRESIDENT | — |
| FROUDE CRAIG JAY | MANAGER/MEMBER OF AEQUITAS MANAGEMENT, LLC; MANAGING PRINCIPAL AND EXECUTIVE VICE PRESIDENT | — |
| JANKE OLAF | MEMBER OF AEQUITAS MANAGEMENT, LLC; TREASURER AND SENIOR VICE PRESIDENT, FINANCE; TREASURER, EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER | — |
| RUH WILLIAM JOHN | MANAGING PRINCIPAL | — |
| RICE BRIAN K | EXECUTIVE VICE PRESIDENT | — |
| HEDBERG STEVE MICHAEL | CHIEF OPERATING OFFICER | — |
| HOLMEN ROBERT RICHARD | SECRETARY | — |
| BRASCH WARREN L | ASSISTANT SECRETARY | — |
Private Equity Fund: 5 · Other Private Fund: 1
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| AEQUITAS CAPITAL OPPORTUNITIES FUND, LP | Private Equity Fund | — | 35 | $145.1M | $1.0M |
| AEQUITAS INCOME PROTECTION FUND, LLC | Private Equity Fund | — | 25 | $37.9M | $250K |
| AEQUITAS WRFF I, LLC | Private Equity Fund | — | 43 | $21.1M | $1.0M |
| AEQUITAS ETC FOUNDERS FUND, LLC | Private Equity Fund | — | 33 | $21.0M | $250K |
| AEQUITAS HYBRID FUND, LLC - SERIES A | Private Equity Fund | — | 44 | $9.1M | $250K |
| AEQUITAS ENHANCED INCOME FUND, LLC | Other Private Fund | — | 0 | — | $250K |