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I/St Equity Partners LLC (New York)


I/St Equity Partners LLC is a large advisory firm based in New York. It manages $2 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of New York.

I/St Equity Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

I/St Equity Partners: assets under management

The assets under management (AUM) of I/St Equity Partners LLC is $2 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $250.11 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay I/St Equity Partners LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 8 indirect owners.

Name Entity Date acquired Ownership Employer ID
Km Invest (Zao) Shareholder 1 May 1998 75% - 100% foreign entity
Vladimir Olegovich Potanin Shareholder 1 Oct 2001 25% - 50% 5422856
Mikhail Dmitrievich Prokhorov Shareholder 1 Oct 2001 25% - 50% 5422857
Michael Jeffrey Levitt Sole member 1 Mar 2006 75% - 100% 1616128
Mjl Holdings Llc Managing member 1 May 2006 Other 20-4556716
Inc. Ist Holdings (Delaware) Member 1 May 2006 75% - 100% 14-1965194
Zilina Limited Shareholder 1 May 2006 75% - 100% foreign entity
Km Technologies (Overseas) Limited Shareholder 1 May 2006 75% - 100% foreign entity

Based in New York

The principal office where I/St Equity Partners LLC performs its advisory services is located at 152 West 57 Th Street, New York, NY 10019 3386, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-792-7500 or by fax 646-349-3871. The normal business hours are 8:30-6:00 on Monday - Friday.


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