EQUITY ARMOR INVESTMENTS
EQUITY ARMOR INVESTMENTS, LLC Legal Name
Adviser information for EQUITY ARMOR INVESTMENTS last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Illinois, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 37 | $161.5M |
| Non-Discretionary | 0 | $0 |
| Total | 37 | $161.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 16 | $9.2M |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 2 | $57.9M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 3 | $94.3M |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for investment companies |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-117276 |
|---|---|
| SEC ERA File Number | 801-117276 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 156327 |
| Legal Entity Identifier | None |
Principal Office
318 WEST ADAMS STREET10TH FLOOR
CHICAGO
IL
United States
Monday - Friday, 8 AM TO 4:30 PM
Tel: 312-318-9191, Fax: None
Chief Compliance Officer
LUKE RAHBARI
CHIEF COMPLIANCE OFFICER
318 WEST ADAMS STREET
10TH FLOOR
CHICAGO
IL
United States
Tel:
773-230-0605
L*******@*************************M
(Full email address available in API data)
Regulatory Contact
BRIAN STUTLAND
CEO
318 WEST ADAMS STREET
10TH FLOOR
CHICAGO
IL
United States
Tel:
312-318-9191
B********@*************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| STUTLAND, BRIAN, SCOTT | Individual | – | CHIEF INVESTMENT OFFICER, AND MANAGER | 01/2011 | 25-50% |
| RAHBARI, AFSHIN, LUKE | Individual | – | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, AND MANAGER | 01/2011 | 25-50% |
| TIGAY, JOSEPH, AVRAM | Individual | – | MEMBER | 01/2013 | 10-25% |