Itay Vinik is a registered investment advisor at Equilibrium Ventures, LLC, based in New York, NY, with 12 years of industry experience. Itay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EQV charges an annual asset-based fee for investment management services for separately managed accounts, ranging from 0.25% to 1% of the value of your portfolio. The specific fee is subject to negotiation based on factors such as the amount of assets managed, future deposits, the level and type of services provided, and the nature of the relationship. EQV generally does not accept authority to directly debit fees from client accounts.
Location
80 Eighth Ave, 5th Floor, New York, NY, 10011
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Itay holds a Texas real estate license and manages multi-family properties in Texas through holding companies, dedicating about half of his time to this activity. He also refers clients to his real estate businesses, though they are under no obligation to use them.
Employment History
Current Registrations
Equilibrium Ventures, LLC
Previous Registrations
United Global Advisors, LLC
State Registrations1 state
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