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Equinum, LLC

● SEC registered since 2019CRD 304350SEC# 801-116824Brooklyn, NY
Export (members)
Reg. AUM
$757M
Employees
7
Accounts
640
Location
Brooklyn, NY

Equinum, LLC assets under management

Equinum, LLC operates as an SEC-registered investment adviser based in Brooklyn, NY. The firm has been registered since 2019. It reports $757 million in regulatory assets under management and employs 7 people.

Equinum, LLC owners & executives

9 reported
NameTitleOwnershipSince
Aron Pinson ControlChief Investment Officer / FounderUnder 5%2019
Equinum Eoe LLCEmployee Ownership Company5-10%2021
Jacob Y. Halberstam ControlChief Compliance OfficerUnder 5%2019
Pft Investments LLCSole Member - Owner25-50%2024
Roth & Company, LLP ControlCo-Owner25-50%2019
Waxler Family Holdings LLCSole Member - Owner10-25%2024
Ap 2024 Family TrustStockholder25-50%2024
Zacharia Waxler ControlSole Member25-50%2024
Zacharia Waxler ControlSole Member25-50%2024

Frequently asked questions

How much does Equinum, LLC manage?

Equinum, LLC reports $757 million in regulatory assets under management on its Form ADV.

How many employees does Equinum, LLC have?

Equinum, LLC reports 7 employees.

Where is Equinum, LLC located?

Equinum, LLC is based in Brooklyn, NY and has been SEC-registered since 2019.

Does Equinum, LLC disclose fund performance?

Equinum, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3611 14th Avenue, Suite 221, Brooklyn, NY 11218
Phone718-480-5600
Office hours9a.m. To 5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$757M▲ 91%
Mar '25 — $396.7MApr '25 — $396.7MMay '25 — $396.7MJun '25 — $396.7MJul '25 — $396.7MAug '25 — $396.7MSep '25 — $396.7MOct '25 — $396.7MNov '25 — $396.7MDec '25 — $396.7MJan '26 — $396.7MFeb '26 — $396.7MMar '26 — $566MApr '26 — $566MMay '26 — $566MJun '26 — $566MJul '26 — $566MAug '26 — $566MSep '26 — $566MOct '26 — $757M
Mar '25Form ADV, monthlyOct '26

How this firm compares

Regulatory AUMTop 39%
Larger than 61% of 16,389 advisers
EmployeesTop 51%
More than 49% of 16,799 advisers

Assets under management

$757Mregulatory AUM
Discretionary $507.8MNon-discretionary $249.2M