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SIGNATURE EQUITY PARTNERS, LLC
CRD 327455File 801-128432
APPROVED
Retail clients
Custody
Filing as of Mar 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$330.6M
Below cohort median (national)
Discretionary AUM
$329.0M
Non-discretionary $1.6M
Clients
1,056
1,714 accounts
Employees
38
Below cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 27, 2023
- Principal office
- 445 HUTCHINSON AVENUE, SUITE 800, COLUMBUS, OH, 43235
- Phone
- 614-846-6000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $330.6M
- Discretionary AUM
- $329.0M
- Non-discretionary AUM
- $1.6M
- Discretionary accounts
- 1,701
- Non-discretionary accounts
- 13
- Total accounts
- 1,714
- AUM per client
- $313K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 37 | $74.7M |
| Individuals (other than high net worth individuals) | 1,019 | $256.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other 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
- No
- 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.