Equalia Capital Partners, LLC (Miami)

Equalia Capital Partners, LLC is a large advisory firm based in Miami. It manages $432.27 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Florida and New York.

Equalia Capital Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and portfolio management for private funds. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Equalia Capital Partners: assets under management

The assets under management (AUM) of Equalia Capital Partners, LLC is $432.27 million. The firm's AUM has grown by 170% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $199.31 million in discretionary accounts and $232.96 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $99.66 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $116.48 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Equalia Capital Partners, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Equalia Capital Partners, LLC

Elias Esber has been acting as President since 1 Jun 2010. Francisco Felix Rodriguez joined the executive team most recently as the Chief Compliance Officer / Ceo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Heisenberg Global Partners	Managing member	1 Oct 2009	75% - 100%	09-9651333
Elias Esber	President	1 Jun 2010	Other	5831766
Francisco Felix Rodriguez	Chief compliance officer / ceo	1 Jun 2010	Other	5833980

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Hp Us Partners	Partner/owner	1 Jan 2010	50% - 75%	27-0696666
Llc Seacrest Partners	Partner/owner	1 Jan 2010	25% - 50%	27-1868080
Elias Esber	Manager	1 Jan 2010	25% - 50%	5831766

Based in Miami

The principal office where Equalia Capital Partners, LLC performs its advisory services is located at 1300 South Miami Ave, Miami, FL 33130, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 786-360-1281 or by fax 1-888-818-1452. The normal business hours are 9am-5pm on Monday - Friday.