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EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC

Advisory

N·PORTLAND, OR

Data as of Apr 24, 2026 · Source: SEC Form ADV

Total AUM
$643M
1-Year AUM Growth
0.0%
3-Year CAGR
+0.7%
Employees
5
Assets Under Management
Total AUM$643M
Discretionary AUM$643M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients4
Team
Total Employees5
Investment Advisers16
Employee Growth (1Y)-45.0%
Filing History
Total Filings on Record20
First FilingMay 8, 2015
Latest FilingApr 24, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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