Eqt Partners Inc. (New York)

Eqt Partners Inc. is a large advisory firm based in New York. It manages $5.95 billion of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2012.

Eqt Partners provides investment advisory services for other investment advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Eqt Partners: assets under management

The assets under management (AUM) of Eqt Partners Inc. is $5.95 billion. $5.91 billion of the total AUM is attributable to clients outside of the United States.

What kind of clients Jan Inge Ståhlberg serves?

The only and largest group of clients of Jan Inge Ståhlberg is pooled investment vehicles with 10 clients and $5.95 billion of assets under management. Among the 10 most similar advisory firms, Eqt Partners has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $5.95 billion for 10 clients. 100% of the firm’s clients are foreign persons or businesses.

Eqt Partners also advises several private funds.

Careers at Eqt Partners Inc.

The company employs 47 people that are either part- or full-time employees. 83 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Jan Inge Ståhlberg has been acting as President since 1 Apr 2015. Huwaida Hassan joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Glen Toshio Matsumoto	Member of the board of directors	1 Aug 2007	Other	4490136
Eqt Partners Ab	Shareholder	1 Aug 2007	75% - 100%	160716
Hans Christian Henning Ragnesjö	Member of the board of directors	1 Sep 2009	Other	6016907
Claes Johan Bygge	Chairman of the board of directors	1 Oct 2011	Other	6016923
Glen Toshio Matsumoto	Chief compliance officer	1 Jan 2012	Other	4490136
Lena Maria Almefelt	Member of the board of directors	1 Jan 2013	Other	6165605
Jan Inge Ståhlberg	President	1 Apr 2015	Other	6016930
Harry Nmn Klagsbrun	Chairman of the board of directors	1 Jan 2016	Other	1090302
Harry Klagsbrun	Chairman of the board of directors	1 Jan 2016	Other	1090302
Huwaida Hassan	Chief compliance officer	1 Jun 2017	Other	4991095
Morten Hummelmose	Chairman of the board	1 Jun 2017	Other	4001056
Alexander Newsom Darden	President	1 Jun 2017	Other	6825997

Indirect Owners

The SEC currently registers 32 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Knut Och Alice Wallenbergs Stiftelse	Shareholder - a shares	1 Jan 1985	25% - 50%	foreign entity
Investor Ab	Shareholder	1 Oct 1998	75% - 100%	foreign entity
Investor Holding Ab	Shareholder	1 Dec 1999	25% - 50%	foreign entity
Lars Erik Fredrik åtting	Shareholder	1 May 2004	75% - 100%	6016957
Nils Thomas Von Koch	Shareholder	1 May 2004	75% - 100%	6016961
Jan Inge Ståhlberg	Shareholder	1 May 2004	75% - 100%	6016930
Christian Otto Sinding	Shareholder	1 Dec 2005	75% - 100%	6016967
Caspar Mats Andreas Callerström	Shareholder	1 Dec 2006	75% - 100%	6016972
Eqt Partners B.V.	Shareholder	1 Mar 2007	50% - 75%	foreign entity
Patrick Guy Francis De Muynck	Shareholder	1 Jul 2007	75% - 100%	6016951
Ep 2 Holding B.V.	Shareholder - a and b shares	1 Feb 2009	25% - 50%	foreign entity
Baggins As	Shareholder - a and c shares	1 Dec 2009	75% - 100%	foreign entity
Kramerica Industries Ab	Shareholder - b and d shares	1 Dec 2009	75% - 100%	foreign entity
Ep 1 Beta Holding B.V.	Shareholder - a shares	1 Jun 2010	25% - 50%	foreign entity
Trill B.V.	Shareholder - a and b shares	1 Jun 2010	25% - 50%	foreign entity
Tomco B.V.	Shareholder - a and b shares	1 Jun 2010	25% - 50%	foreign entity
Lefa Holding B.V.	Shareholder - a and b shares	1 Jun 2010	25% - 50%	foreign entity
Skogco B.V.	Shareholder - a and b shares	1 Jun 2010	25% - 50%	foreign entity
Rakso Holding B.V.	Shareholder	1 Aug 2010	25% - 50%	foreign entity
Investor Holding Ab	Shareholder	1 Nov 2011	75% - 100%	foreign entity
Trill Netherlands B.V.	Shareholder	1 Jan 2012	50% - 75%	foreign entity
Jan Inge Ståhlberg	Shareholder	1 Jan 2012	75% - 100%	6016930
Eqt Netherlands Collective I B.V.	Shareholder	1 Jan 2012	25% - 50%	foreign entity
Eqt Netherlands Collective Ii B.V.	Shareholder	1 Jan 2012	50% - 75%	foreign entity
Eqt Holdings Coöperatief U.A.	Shareholder	1 Jan 2012	75% - 100%	foreign entity
Qarlbo Netherlands B.V.	Shareholder	1 Jan 2012	50% - 75%	foreign entity
Conni Yngve Jonsson	Shareholder	1 Jan 2012	75% - 100%	6016897
Investor Investments Holding Ab	Shareholder	1 Apr 2012	25% - 50%	foreign entity
Eqt International Holdings B.V.	Shareholder	1 Nov 2012	50% - 75%	foreign entity
Eqt Holdings Coöperatief W.A.	Shareholder	1 Jun 2013	75% - 100%	foreign entity
Eqt Holdings Ab	Shareholder	1 May 2015	75% - 100%	foreign entity
Eqt Ab	Shareholder	1 May 2015	75% - 100%	foreign entity

Based in New York

The principal office where Eqt Partners Inc. performs its advisory services is located at 1114 Avenue Of The Americas, New York, NY 10036, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 917 281 0850 or by fax 917 281 0845. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday.