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EQUILIBRIUM VENTURES, LLC

NEW YORK, NY · CRD 309164 · IAPD ↗ · 917-352-3902

$134.2MRegulatory AUM
4Advisory reps
6Employees
0Clients
n/aPlanning clients
5Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — EQUILIBRIUM VENTURES, LLC shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
68
April 2025 — EQUILIBRIUM VENTURES, LLC grew from 3 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
April 2024 — EQUILIBRIUM VENTURES, LLC moved its main office from AUSTIN, TX to NEW YORK, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
April 2024 — EQUILIBRIUM VENTURES, LLC shrank from 5 to 3 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.