9AT: EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC

other names

EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC

Adviser Profile

As of Date	04/24/2026
Registration	SEC, Approved, 06/08/2015
ADV Location	PORTLAND, OR, United States
Contact Info	971 xxxxxxx

AUM^*	642,635,884 -46%
of that, discretionary	642,635,884 -46%
Number of Employees	16 -56%
of those in investment advisory functions	5 -55%
Private Fund GAV^*	642,635,884 -17%
Avg Account Size	160,658,971 -46%
SMA’s	No
Private Funds	4

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

{{ TypeColumnLabel }}	Count	GAV
{{ TypeColumnLabel }}{{ item.FundType }}	Count{{ formatCount(item.FundsCount) }}	GAV{{ formatGAV(item.AUM) }}

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser MOODY, LYNN, LIEBERSON & WALKER, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund13.3m	Total Private Fund GAV13.3m	AUM2.4b	#Funds1
Adviser RUNWAY GROWTH CAPITAL LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund87.1m	Total Private Fund GAV87.1m	AUM1.0b	#Funds2
Adviser REQUISITE CAPITAL MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund160.3m	Total Private Fund GAV160.3m	AUM2.4b	#Funds2
Adviser MARITIME PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund4.1b	Total Private Fund GAV4.1b	AUM4.7b	#Funds7
Adviser RAGA PARTNERS LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund108.9m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV108.9m	AUM2.2b	#Funds2
Adviser I80 GROUP LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund864.0m	Total Private Fund GAV864.0m	AUM864.0m	#Funds4
Adviser SWISS RE INSURANCE-LINKED INVESTMENT ADVISORS CORPORATION	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund3.3b	Total Private Fund GAV3.3b	AUM4.9b	#Funds5
Adviser SYON CAPITAL LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund4.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund82.3m	Other Fund-	Total Private Fund GAV168.9m	AUM4.4b	#Funds11
Adviser ALBION FINANCIAL GROUP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund4.2m	Total Private Fund GAV4.2m	AUM2.0b	#Funds3
Adviser ADELANTE CAPITAL MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund7.7m	Total Private Fund GAV7.7m	AUM1.5b	#Funds2

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.

EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC

Adviser Profile

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

{{ ViewTitle }}

Similar advisers

Brochure Summary

Overview