EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC other names

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Adviser Profile

As of Date:

03/28/2024

Adviser Type:

- Large advisory firm

Number of Employees:

36 -20.00%

of those in investment advisory functions:

11 -45.00%

Registration:

SEC, Approved, 6/8/2015

AUM:

1,180,749,835 -18.72%

of that, discretionary:

1,180,749,835 -18.72%

Private Fund GAV:

1,180,749,835 -18.72%

Avg Account Size:

295,187,459 -18.72%

SMA’s:

NO

Private Funds:

4

Contact Info

971 xxxxxxx

Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
1B 1B 1B 848M 636M 424M 212M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

"We're expanding because we want to continue to support food service"
03/05/2021

On February 17, the company announced that it had raised $90 million in debt and equity financing to fully fund this expansion ... funding round led by Equilibrium Capital. Additional investors ...

freshplaza.com

2021 Asia Game Changer West Awards Virtual Gala
02/11/2021

Also, he is a member of the board of the Equilibrium Capital Group, and Chief Credit Officer of Columbia Lake Venture Debt Fund. He is also an adjunct professor and member of International Advisory Board at Fudan University in Shanghai. Mr. Wilcox was a ...

asiasociety.org


Private Funds Structure

Fund Type Count GAV
Other Private Fund 4 $1,180,749,835

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Private Funds



Employees




Brochure Summary

Overview

Who we are. Equilibrium Capital Investment Management, LLC (“ECIM”) is an SEC-registered investment adviser with its principal place of business in Portland, Oregon. (ECIM’s registration with the SEC does not imply any particular level of skill or training by our firm or employees or that the SEC has endorsed our respective qualifications to provide investment advisory services.) ECIM has been in business since 2015 and our parent company, Equilibrium Capital Group, LLC, has been in business since 2007. ECIM is wholly-owned by Equilibrium Capital Group, LLC. Equilibrium Capital Group, LLC and its affiliates (collectively “Equilibrium”) provide a global asset management platform of sustainability-driven real assets and resource management strategies. We are part of Equilibrium. Sustainability is at our core. What services we offer. We offer advisory services solely to Equilibrium entities who need registered investment advisor management services. Those entities are typically funds, and may also be companies, project pools, or multi-strategy collections of such pools related to that platform (collectively, “our clients”). For our clients, we perform in-depth due diligence regarding
investments, investment structures, prices, and purchases and sales in client portfolios and provide strategic operating and financial advice. How we tailor our services. Our advisory and other support services are supplied consistently with the investment thesis, underwriting standards, investment objectives, and goals of our client. Wrap Fee Accounts. We don’t provide wrap fee programs. Assets we Manage. As of December 31, 2023, we advise a total of $1,180,749,835 in assets on a discretionary basis. The decisions about what gets bought, and sold, are in all cases in the hands of our client-specific investment committee, which is typically named in the client’s offering documents. IMPORTANT ADDITIONAL CONSIDERATIONS: Our clients are the Equilibrium entities – not their investors. Investors in Equilibrium entities, such as funds or project pools or companies, should look to the detailed information provided in each Fund’s offering and organizational documents, and be aware of the substantial risks associated with investment as well as the terms applicable to such investment. This and other detailed information are provided in the appropriate Fund offering and organizational documents.