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AEQUIM ALTERNATIVE INVESTMENTS LP
CRD 293127File 801-112992
APPROVED
Custody
Filing as of Mar 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$8.25B
Top 10% of cohort (national)
Discretionary AUM
$8.25B
Clients
5
5 accounts
Employees
11
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 30, 2018
- Principal office
- 2 BELVEDERE PLACE, SUITE 250, MILL VALLEY, CA, 94941
- Phone
- 415-477-9077
- Website
- HTTP://WWW.AEQUIM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.25B
- Discretionary AUM
- $8.25B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 5
- Non-discretionary accounts
- 0
- Total accounts
- 5
- AUM per client
- $1.65B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 3 | $4.99B |
| State or municipal government entities | 2 | $3.26B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 10 | 11 | increased by1 |
| Apr 1, 2026 | Clients | 4 | 5 | increased by1 |
| Apr 1, 2026 | AUM | $4,805,312,195 | $8,247,997,673 | increased by$3,442,685,478 |
| Apr 1, 2026 | Accounts | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 10 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,702,508,490 | $4,805,312,195 | increased by$102,803,705 |
| Apr 1, 2022 | Employees | 7 | 8 | increased by1 |
| Apr 1, 2022 | AUM | $2,643,709,099 | $4,702,508,490 | increased by$2,058,799,391 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AEQUIM ALTERNATIVE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AEQUIM ALTERNATIVE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.