Equilibrium Ventures shows 27% Growth in AUM in latest Form ADV.
Equilibrium Ventures, LLC is a sustainability-driven asset management firm founded in 2008 and specializes in developing sustainable finance and active ESG strategies in sustainable food & agriculture and carbon transition infrastructure.
The firm reported significant growth in its latest Form ADV filing from March 2022 to March 2023.The total Reg AUM increased by 27% from $84.71 million to $107.8 million.
Equilibrium Ventures also showed an increase in employee count from 3 to 8, with the number of accounts increasing by from 14 to 15.
The firm disclosed the addition of two private funds, namely Equi Growth Fund (QP), LP, valued at $3.5 million, and Equi Special Opportunities Fund I, LP, valued at $9.5 million.
A direct owner and parent company was added in April 2023: Towards Equilibrium INC.
Towards Equilibrium LLC was removed as a direct owner and parent company.
Indirect owners were as well namely J Smith Trust as Founder, Tory Reiss as Owner, and Itay Vinik as Owner, CIO, CCO, and CEO.