Who We Serve

 

RIA

Recommending our Alternative Investments to clients gives you direct access to Aequitas' investment team. The flexibility to structure separately managed accounts (SMAs) using Aequitas and third-party assets can be especially attractive.

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Institutional

With unique combinations of investments in health, education, and financial services, we work with institutions to customize portfolios to suit their specific risk and return requirements.

Family Offices

Private equity and other Alternative Investments have become the domain of family offices looking to achieve significant returns by diversifying risk away from the public markets. We work with single and multi-family offices to identify favorable investment opportunities.

Accredited Investors

High-net-worth individuals benefit from the opportunity to participate in the Alternative Investments and company transformations we help make possible. In fact, because of the close relationships we maintain with our investors, they are among our most productive sources for new ideas.

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