Equity International Management, LLC (Chicago)

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

Equity International Management: assets under management

The assets under management (AUM) of Equity International Management, LLC is $1.93 billion. The firm's AUM has grown by 76% since the beginning of its operation, and $1.64 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $1.78 billion in discretionary accounts and $147.43 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $93.73 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $73.71 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Equity International Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Equity International Management serves?

The only and largest group of clients of Equity International Management is pooled investment vehicles with 13 clients and $1.93 billion of assets under management. Among the 9 most similar advisory firms, Equity International Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.93 billion for 13 clients. 92% of the firm’s clients are foreign persons or businesses.

Equity International Management also advises several private funds. Namely, one real estate fund and twelve private equity funds. The minimum investment commitment required of non-related persons ranges from $500,000 to $1,000,000.

Careers at Equity International Management, LLC

The company employs 17 people that are either part- or full-time employees. 100 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.

Brian Douglas Finerty has served as the Chief Investment Officer since 1 Jan 2016 and Thomas Patrick Heneghan is the Chief Executive Officer of Equity International Management, LLC family office. Bruce Carlton Strohm joined the executive team most recently as the Chief Legal Officer.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 12 indirect owners.

Based in Chicago

The principal office where Equity International Management, LLC performs its advisory services is located at Two North Riverside Plaza, Chicago, IL 60606, 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 312-675-7400 or by fax 312-675-3111. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at equityinternational.com and its LinkedIn profile.

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