EQUUS CAPITAL PARTNERS, LTD.
Adviser information for EQUUS CAPITAL PARTNERS, LTD. 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 Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 96 |
|---|---|
| Investment Advisory/Research | 39 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| 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 | 8 | $1.6B |
| Non-Discretionary | 1 | $156.1M |
| Total | 9 | $1.8B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 9 | $1.8B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| 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 pooled investment vehiclesREAL ESTATE INVESTMENT |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-72677 |
|---|---|
| SEC ERA File Number | 801-72677 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 158719 |
| Legal Entity Identifier | None |
Principal Office
ELLIS PRESERVE3843 WEST CHESTER PIKE
NEWTOWN SQUARE
PA
United States
Monday - Friday, 7:20AM TO 4:00PM
Tel: 610-355-3200, Fax: 215-569-0329
Chief Compliance Officer
RYAN TRIFELITTI
ASSISTANT GENERAL COUNSEL
ELLIS PRESERVE
3843 WEST CHESTER PIKE
NEWTOWN SQUARE
PA
United States
Tel:
610-355-3225
Fax:
215-569-0329
R**********@****************M
(Full email address available in API data)
Regulatory Contact
ANDREW BROOKMAN
SENIOR VICE PRESIDENT AND GENERAL COUNSEL
ELLIS PRESERVE
3843 WEST CHESTER PIKE
NEWTOWN SQUARE
PA
United States
Tel:
215-606-1846
Fax:
215-560-0329
A********@****************M
(Full email address available in API data)
Industry Affiliates
| BBT REALTY, INC. | Real estate broker or dealer |
| BPG MANAGEMENT COMPANY-NC, LLC | Real estate broker or dealer |
| BPG MANAGEMENT COMPANY, L.P. | Real estate broker or dealer |
| EQUUS MANAGEMENT COMPANY AZ, LLC | Real estate broker or dealer |
| LIBERTY SETTLEMENT SERVICES | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BPG INVESTMENT PARTNERSHIP VI, L.P. | Real Estate Fund | $7.7M | $5.0M | 27 |
| BPG INVESTMENT PARTNERSHIP VII, L.P. | Real Estate Fund | $62.8M | $5.0M | 37 |
| BPG INVESTMENT PARTNERSHIP VIIA, L.P. | Real Estate Fund | $38.5M | $5.0M | 27 |
| COLT COINVESTORS LP | Real Estate Fund | $232.2M | $0.3M | 42 |
| EQUUS INVESTMENT PARTNERSHIP X, L.P. | Real Estate Fund | $156.7M | $5.0M | 82 |
| EQUUS INVESTMENT PARTNERSHIP XI, L.P. | Real Estate Fund | $318.2M | $0.3M | 73 |
| EQUUS INVESTMENT PARTNERSHIP XII, L.P. | Real Estate Fund | $433.2M | $0.3M | 76 |
| PEGASUS COINVESTORS LP | Real Estate Fund | $378.6M | $1.0M | 18 |
| SWEET GRASS-EQUUS, L.P. | Real Estate Fund | $156.1M | $50.0M | 3 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MANAGEMENT EQUITY INVESTORS, L.P. | Domestic Entity | – | LIMITED PARTNER | 01/2014 | > 75% |
| DILELLA, DANIEL, M | Individual | – | CHIEF EXECUTIVE OFFICER | 06/1989 | < 5% |
| PASQUARELLA, ARTHUR, P | Individual | – | CHIEF OPERATING OFFICER | 06/1992 | < 5% |
| DILELLA, DANIEL, M | Individual | MANAGEMENT EQUITY INVESTORS, L. P. | LIMITED PARTNER | 01/2005 | 25-50% |
| DILELLA, DANIEL, M | Individual | MEILP-GP, LLC | MEMBER | 01/2005 | 25-50% |
| MEILP-GP, LLC | Domestic Entity | – | GENERAL PARTNER | 02/2013 | < 5% |
| PASQUARELLA, ARTHUR, P | Individual | MANAGEMENT EQUITY INVESTORS, L.P. | LIMITED PARTNER | 01/2016 | 25-50% |
| BROOKMAN, ANDREW, JARRED | Individual | – | GENERAL COUNSEL | 03/2022 | < 5% |
| EQUUS GP, LLC | Domestic Entity | – | GENERAL PARTNER | 01/2005 | < 5% |
| DILELLA, DANIEL, M | Individual | EQUUS GP, LLC | MEMBER | 01/2005 | 25-50% |
| PASQUARELLA, ARTHUR, P | Individual | EQUUS GP, LLC | MEMBER | 03/2019 | 25-50% |
| PASQUARELLA, ARTHUR, P | Individual | MEILP-GP, LLC | MEMBER | 01/2018 | 25-50% |
| Trifelitti, Ryan | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2022 | < 5% |
| Patent, Howard, L | Individual | – | CHIEF FINANCIAL OFFICER | 01/2024 | < 5% |