EQUITYZEN ADVISORS LLC
Adviser information for EQUITYZEN ADVISORS LLC last updated from Form ADV on March 27th, 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 | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | 0 | $0 |
| 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 | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-111048 |
|---|---|
| SEC ERA File Number | 802-111048 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 289299 |
| Legal Entity Identifier | None |
Principal Office
30 BROAD STREET12TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9:00AM-5:00PM
Tel: 1-877-490-6121, Fax: None
Websites
equityzen.com/
www.facebook.com/equityzen/
twitter.com/equityzen
wellfound.com/company/equityzen
vimeo.com/124990573
www.instagram.com/equityzen_/
boards.greenhouse.io/equityzen
www.builtinnyc.com/company/equityzen
www.indeed.com/cmp/equityzen-2/
www.linkedin.com/company/equityzen
www.quora.com/topic/equityzen?q=equityzen
www.youtube.com/c/equityzennewyork
Chief Compliance Officer
NoneIndustry Affiliates
| EQUITYZEN SECURITIES LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| EQUITYZEN GROWTH OPPORTUNITY FUND III LLC | Private Equity Fund | $0.4M | $0.0M | 79 |
| EQUITYZEN GROWTH OPPORTUNITY FUND IV LLC | Private Equity Fund | $2.9M | $0.0M | 104 |
| EQUITYZEN GROWTH OPPORTUNITY FUND IX LLC - SERIES 1 | Private Equity Fund | $3.3M | $0.0M | 89 |
| EQUITYZEN GROWTH OPPORTUNITY FUND V LLC - SERIES 1 | Private Equity Fund | $1.5M | $0.0M | 83 |
| EQUITYZEN GROWTH OPPORTUNITY FUND V LLC - SERIES 2 | Private Equity Fund | $1.4M | $0.0M | 60 |
| EQUITYZEN GROWTH OPPORTUNITY FUND VI LLC - SERIES 1 | Private Equity Fund | $0.9M | $0.1M | 43 |
| EQUITYZEN GROWTH OPPORTUNITY FUND VI LLC - SERIES 2 | Private Equity Fund | $0.9M | $0.1M | 29 |
| EQUITYZEN GROWTH OPPORTUNITY FUND VII LLC - SERIES 1 | Private Equity Fund | $2.8M | $0.0M | 105 |
| EQUITYZEN GROWTH OPPORTUNITY FUND VII LLC - SERIES 2 | Private Equity Fund | $8.3M | $0.0M | 213 |
| EQUITYZEN GROWTH OPPORTUNITY FUND VII LLC - SERIES 3 | Private Equity Fund | $1.6M | $0.1M | 17 |
| EQUITYZEN GROWTH OPPORTUNITY FUND VIII LLC - SERIES 1 | Private Equity Fund | $3.7M | $0.0M | 85 |
| EQUITYZEN GROWTH OPPORTUNITY FUND VIII LLC - SERIES 2 | Private Equity Fund | $3.8M | $0.0M | 68 |
| EQUITYZEN GROWTH TECHNOLOGY FUND LLC - SERIES 339 | Private Equity Fund | $0.2M | $0.0M | 4 |
| EQUITYZEN THEMATIC FUND LLC - AI & MACHINE LEARNING SERIES 1 | Private Equity Fund | $0.6M | $0.0M | 62 |
| EQUITYZEN THEMATIC FUND LLC - AI & MACHINE LEARNING SERIES 2 | Private Equity Fund | $0.6M | $0.0M | 99 |
| EQUITYZEN THEMATIC FUND LLC - ENTERPRISE SAAS SERIES 1 | Private Equity Fund | $1.0M | $0.0M | 47 |
| EQUITYZEN THEMATIC FUND LLC - ENTERPRISE SAAS SERIES 2 | Private Equity Fund | $1.3M | $0.0M | 37 |
| EQUITYZEN THEMATIC FUND LLC - FINTECH SERIES 1 | Private Equity Fund | $0.4M | $0.0M | 98 |
| EQUITYZEN THEMATIC FUND LLC - FINTECH SERIES 2 | Private Equity Fund | $1.8M | $0.0M | 99 |
| EQUITYZEN THEMATIC FUND LLC - FUTURE OF HEALTH SERIES 1 | Private Equity Fund | $0.8M | $0.0M | 99 |
| EQUITYZEN THEMATIC FUND LLC - GAMING SERIES 1 | Private Equity Fund | $1.5M | $0.0M | 96 |
| EQUITYZEN THEMATIC FUND LLC - MOST REQUESTED SERIES 1 | Private Equity Fund | $0.3M | $0.0M | 41 |
| EQUITYZEN THEMATIC FUND LLC - MOST REQUESTED SERIES 2 | Private Equity Fund | $1.2M | $0.0M | 101 |
| EQUITYZEN THEMATIC FUND LLC - MOST REQUESTED SERIES 3 | Private Equity Fund | $1.0M | $0.0M | 51 |
| EQUITYZEN THEMATIC FUND LLC - MOST REQUESTED SERIES 4 | Private Equity Fund | $1.5M | $0.0M | 58 |
| EQUITYZEN THEMATIC FUND LLC - THE FUTURE OF FOOD SERIES 1 | Private Equity Fund | $0.1M | $0.0M | 56 |
| EQUITYZEN THEMATIC FUND LLC - THE FUTURE OF FOOD SERIES 2 | Private Equity Fund | $1.0M | $0.0M | 63 |
| EQUITYZEN ZD FUND, LLC | Private Equity Fund | $0.1M | $0.0M | 3 |
| EQUITYZEN ZOCDOC FUND II LLC | Private Equity Fund | $0.3M | $0.0M | 7 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| EQUITYZEN, INC. | Domestic Entity | – | MANAGING MEMBER | 06/2017 | > 75% |