| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Controlled Environment Foods Fund II, LLC | Other Private | $638M | $3M |
| Controlled Environment Foods Fund, LLC | Other Private | $90.2M | $3M |
| We Investor I, LLC | Other Private | $34.3M | $1M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| David Yi-Ping Chen Control | Executive Officer | Under 5% | 2015 |
| Equilibrium Capital Group, LLC Control | Member | Over 75% | 2015 |
| Theodore Donald Holt Control | Chief Compliance Officer, Chief Executive Officer | Under 5% | 2024 |
Equilibrium Capital Investment Management, LLC reports $773.4 million in regulatory assets under management on its Form ADV.
Equilibrium Capital Investment Management, LLC manages 4 private funds with combined gross assets of $773.4 million.
Equilibrium Capital Investment Management, LLC reports 22 employees.
Equilibrium Capital Investment Management, LLC is based in Portland, OR and has been SEC-registered since 2015.
Equilibrium Capital Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 411 NW Park Ave, Suite 401, Portland, OR 97209 |
| Phone | 971-352-8430 |
| Fax | 971-352-8445 |
| Office hours | 8:00 - 5:00 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $773.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $773.4M |