Instead of following everyone else’s path, we follow our own, and it leads us to the real rewards. The journey has taken us to areas where our skills can be used to the fullest. Making the most of these arenas of opportunity demands a unique approach, along with the tools to achieve success and the talent to wield them.
Our Investment Management Business
creates proprietary investment products and identifies opportunities to partner with existing investment vehicles that meet the needs of our distribution network.
Our Lending Business
protects our investments and our investors by securing real assets and collateral in companies that benefit from our financial support and management expertise.
Our Distribution Business
provides an elite network that we have spent almost 20 years developing, in our goal to extend our customer base. This helps generate constant feedback which shapes existing investment opportunities and guides development of new solutions.
Our strengths are a rare blend of attributes that inform everything we do. They are the driving force behind enjoying consistent growth as a company.
We utilize cutting-edge technology across our entire business to maintain a competitive advantage. Having technology is only part of the equation. We know precisely how and when to leverage it across varying subsidiaries, and we excel at capitalizing on analytical layers that provide insight. This knowledge gives us opportunities missed by firms that are unable to stay on the forefront of innovation.
We have spent decades building a partner network to distribute our proprietary products and bring in new deals. We don’t see our investors as just account numbers. They are our extended family. They have become our biggest fans, and a source of exciting new opportunities that otherwise would not be discovered. We take pride in creating win-win relationships with our partner network. Not just for today, but for tomorrow.
Our team is comprised of entrepreneurs and leaders in their respective fields. Their synergy of talent allows us to discover opportunities that others fail to recognize. They give us the vision to look past the limits of what has been, and see the potential of what can be. Members of the Aequitas family have the knowledge and talent that comes from many years of dedicated service in the financial and business world, time spent enriching their abilities with plain old-fashioned hard work. And in the process, gaining invaluable insights, perspectives and relationships.
It takes iron will to secure the very best deal in every negotiation. If you were to see us in action, you would not want to sit across the table from us. But you would definitely want to be on our side. Once we become involved with a business, we remain involved on a daily basis to create value for our investors. We stay on top of every detail and never stop demanding excellence. Toughness gets things done and gets them done right, and the position of strength is where we do business.
Aequitas Capital’s companies employ rigorous compliance processes to protect all stakeholders. Honoring our fiduciary responsibility to our clients, investors and employees is a practice and principle that defines the trust we have earned in establishing our heritage. Aequitas Investment Management, LLC, the manager of our Funds, is registered with the SEC as an investment advisor.