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15 EQUITY, LLC

UUID022a05ed-3e78-5c39-9454-a81560389997
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:54
Updated2025-10-23 02:23:54

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 310628 310628 1.0
sec_file_number 801-119711 801-119711

Profile

Websitehttp://www.15equity.com
HQ CitySANTA BARBARA
HQ StateCA
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • 15 EQUITY adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)123,190,418.0
  • RAUM (discretionary)85,113,430.0
  • Actionable assets114,444,271.0
  • Accounts107.0

Institutional Clients

  • Government AUM
  • Pension AUM1,142,929.0
  • Charitable AUM6,757,577.0
  • HNW AUM98,094,767.0

As of 2025-03-31 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.