← Tributary

EQUBOT INC.

SAN FRANCISCO, CA · CRD 289216 · IAPD ↗ · equbot.com · 650-451-5497

$117.3MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
February 2024 — EQUBOT INC. (SAN FRANCISCO, CA) left the SEC roster (was $117.3M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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