# EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC

EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 182520
- Type: SEC-registered investment adviser
- SEC file number: 801-96301
- Location: 151 SW 1ST AVENUE, SUITE 300, PORTLAND, OR, 97204
- Phone: 971-352-8430
- Latest filing: 2026-04-24
- Regulatory AUM: $642.6M
- Discretionary AUM: $642.6M
- Clients: 16
- Accounts: 4

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| [David Yi-Ping Chen](https://search.stillhousedata.com/person/681042) | EXECUTIVE OFFICER | — |
| [Theodore Donald Holt](https://search.stillhousedata.com/person/681043) | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER | — |
| [PIERREPONT JOHN JAY](https://search.stillhousedata.com/person/737776) | EXECUTIVE OFFICER | — |
| [JORAJURIA MARIEANNE](https://search.stillhousedata.com/person/814466) | CHIEF COMPLIANCE OFFICER, CONTROLLER | — |
| [CAMPBELL WILLIAM COOLIDGE](https://search.stillhousedata.com/person/814467) | EXECUTIVE OFFICER; EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | — |
| [CHEN DAVID YI-PING](https://search.stillhousedata.com/person/814468) | EXECUTIVE OFFICER | — |
| [KULLAVANIJAYA PICHARN QUISUMBING](https://search.stillhousedata.com/person/814469) | EXECUTIVE OFFICER | — |
| [Holt Theodore Donald](https://search.stillhousedata.com/person/885295) | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/182520/brochure
- Similar advisers: https://search.stillhousedata.com/firm/182520/similar
- Related entities: https://search.stillhousedata.com/firm/182520/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/182520

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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.