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EQUINUM, LLC
CRD 304350 · SEC 801-116824
3611 14TH AVENUE, SUITE 221, BROOKLYN, NY, 11218, United States
Phone
718-480-5600
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$566.0M
Discretionary AUM
$541.5M
Team
5 total employees; 5 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 54 | $29.2M |
| High net worth individuals | 92 | $259.2M |
| Pension/profit sharing plans | 21 | $36.2M |
| Charitable organizations | 38 | $224.1M |
| Corporations/business entities | 9 | $17.3M |
States served
CA, NJ, NY
All web addresses on file
- https://twitter.com/microfundy
- https://equinum.com/
- https://www.linkedin.com/in/sheldon-steuer-856aa498/
- https://www.linkedin.com/in/aron-pinson-cfa-75390a167/
- https://www.linkedin.com/in/jacob-halberstam-77662915b/
- https://www.linkedin.com/company/26200443/admin/
- https://www.linkedin.com/in/mendel-lerman-a03373174/
Official SEC filing: View on IAPD