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EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC

PORTLAND, OR · CRD 182520 · IAPD ↗ · 971-352-8430

$642.6MRegulatory AUM
5Advisory reps
16Employees
0Clients
n/aPlanning clients
4Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
April 2025 — EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC reported RAUM down 34% ($1.18B -> $773.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
April 2025 — EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC shrank from 11 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
April 2024 — EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC shrank from 20 to 11 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.