EQV ADVISORY, LLC

EQV ADVISORY, LLC of RALEIGH, NC is an SEC-registered investment adviser (CRD 338271). Regulatory assets under management: $106.8M.

Registration

• CRD: 338271
• SEC file number: 801-134372
• Type: Registered investment adviser
• Location: 400 WEST NORTH ST., SUITE 112, RALEIGH, NC, 27603
• Phone: 919-842-3000
• Latest filing: 2026-01-16
• Regulatory AUM: $106.8M
• Discretionary AUM: $72.3M
• Non-discretionary AUM: $34.4M
• Clients: 6
• Accounts: 122

Business model

Compensation: % of AUM, Fixed, Other.

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

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338271 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search