Finequities Llc
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ADV data as of Mar 24, 2025
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 1
AUM over time
$0
$0
Oct 2, 2019
Apr 9, 2021
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2025
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Elorz, Celso | Partner | Oct 2018 (8y) | 25% – 50% | |
| Jimenez De Andrade, Santiago | Managing Member And Chief Compliance Officer | Oct 2018 (8y) | 75% or more |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2025 | 849 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Subscription fees
- • Fixed fees
Services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2025.
View current Form ADV (SEC/IAPD) ↗