Equality Asset Management provides investment supervisory services to investment vehicles that are exempt from registration. The Funds make long-term private equity and equity-related investments, as well as investments in debt instruments, generally in mid-size companies doing business in the technology and healthcare sectors. Investment advice is provided directly to the Funds, not individually to the investors in the Funds.
Assets Under Management$520M
Clients4
AdvisorsN/A
Avg. per Client$130M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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