SourcingSourcing

EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC

C33
CRD 105885·SEC 801-28696·STAMFORD, CT
AUM
$1.41B
$1B+
Est. Revenue
$14.1M
@ 1% on AUM
Est. EBITDA
$4.2M
@ 30% margin
Est. Deal Value
$33.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC
CRD
105885
SEC file #
801-28696
EIN
133360821
DBA names
—

Economics

AUM
$1.41B
AUM band
$1B+
AUM trajectory
'20'26
$611.3M → $1.41B▲ +131%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
11
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
7 advisors → 6 advisors▼ -14%
Primary office
STAMFORD CT
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
linkedin.com/company/equinox-partners-l-p-(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NEHEMIAH INVESTMENTS HOLDING
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
NEHEMIAH INVESTMENTS HOLDING
FIELER, SEAN, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:equinox.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0000938552
Edgar Registered
Yes
Edgar Filing Count
156
Edgar First Filing Date
2007-02-01
Edgar Last Filing Date
2026-04-24
Edgar 13f Count
93
Edgar 13f Latest AUM Estimate
Filing Date2026-04-24
Accession0000938552-26-000002
Edgar Former Names
MASON HILL ADVISORS LLC
MASON HILL ASSET MANAGEMENT INCET AL

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Goldman Sachs18
Northern Trust8
Interactive Brokers6
E*trade4
Edgar Addresses
Mailing
THREE STAMFORD PLAZA301 TRESSER BLVD, 13TH FLSTAMFORD, CT 06901
Business
THREE STAMFORD PLAZA301 TRESSER BLVD, 13TH FLSTAMFORD, CT 06901
Edgar EIN
133360821
Edgar Recent Filings
13F-HR2026-04-24 · 0000938552-26-000002
SCHEDULE 13G/A2026-02-17 · 0001013594-26-000268
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (3)

3
FIELER, SEAN, MICHAEL
Direct Owner · 17.5%
4143145
ALEJO, DENISE
Executive Officer · 2.5%
4692290
NIERMAN, JEREMY, PAUL
Executive Officer · 2.5%
3212265