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Equable Investment Management, LLC (Pound Ridge)


Equable Investment Management, LLC is an adviser based in Pound Ridge. It manages $12.5 million of regulatory assets for 32 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.

Equable Investment Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Equable Investment Management: assets under management

The assets under management (AUM) of Equable Investment Management, LLC is $12.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -77% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $12.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $390.63 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Equable Investment Management, LLC for their services and products based on a percentage of assets under management. 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.

Based in Pound Ridge

The principal office where Equable Investment Management, LLC performs its advisory services is located at 34 Westchester Ave., Pound Ridge, NY 10576, 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 (914) 219-5488 or by fax (914) 219-5487. The normal business hours are 8:30am - 3:30pm on Monday - Friday.


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