EQUIP FINANCIAL PARTNERS

EQUIP FINANCIAL PARTNERS is an SEC-registered investment adviser (CRD 323730). Regulatory assets under management: $4.5M.

Registration

• CRD: 323730
• Type: Registered investment adviser
• Phone: 251-373-8363
• Latest filing: 2026-03-30
• Regulatory AUM: $4.5M
• Discretionary AUM: $4.5M
• Clients: 1
• Accounts: 16

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323730 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search