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EQUINUM, LLC
CRD 304350File 801-116824
APPROVED
Retail clients
Custody
Filing as of Apr 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$566.0M
Above cohort median (national)
Discretionary AUM
$541.5M
Non-discretionary $24.5M
Clients
214
498 accounts
Employees
5
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jun 27, 2019
- Principal office
- 3611 14TH AVENUE, SUITE 221, BROOKLYN, NY, 11218
- Phone
- 718-480-5600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $566.0M
- Discretionary AUM
- $541.5M
- Non-discretionary AUM
- $24.5M
- Discretionary accounts
- 485
- Non-discretionary accounts
- 13
- Total accounts
- 498
- AUM per client
- $2.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $17.3M |
| Charitable organizations | 38 | $224.1M |
| High net worth individuals | 92 | $259.2M |
| Pension and profit sharing plans | 21 | $36.2M |
| Individuals (other than high net worth individuals) | 54 | $29.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.