Data / Investment advisers / Oregon / Equilibrium Capital Investment Management , LLC
Equilibrium Capital Investment Management , LLC, Portland, OR: $643 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Equilibrium Capital Investment Management , LLC is an SEC registered investment adviser with its main office in Portland, Oregon and reports $643 million in regulatory assets under management in its Form ADV filed April 24, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 4 private funds.
The request: Watch Equilibrium Capital Investment Management , LLC (CRD number 182520): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 182520
- SEC file number
- 801-96301
- SEC status
- Approved, effective June 8, 2015
- Main office
- 151 SW 1st Avenue Suite 300, Portland, OR 97204
- Phone
- (971) 352-8430
- Regulatory AUM
- $642,635,884 in the Form ADV filed April 24, 2026
- Discretionary AUM
- $642,635,884
- Accounts
- 4
- Employees
- 16, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 4: 4 other private funds
- Gross assets of private funds
- $642,635,884
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 4 | $642.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $642.6 million | March 30, 2026 |
| December 1, 2025 | $773.4 million | October 31, 2025 |
Other advisers in Portland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| RVK, Inc. | Portland | $827.9 million | Not listed | adviserinfo.sec.gov |
| Efg Asset Management (North America) Corp | Portland | $808.9 million | Not listed | adviserinfo.sec.gov |
| Preisz Financial | Portland | $701.7 million | Not listed | adviserinfo.sec.gov |
| Efm Investments & Advisory LLC | Portland | $680 million | 7 | adviserinfo.sec.gov |
| Acm Management Company, LLC | Portland | $650.1 million | 2 | adviserinfo.sec.gov |
| Peregrine Asset Advisers, Inc. | Portland | $611 million | Not listed | adviserinfo.sec.gov |
| Cross Financial Advisors | Portland | $481.8 million | Not listed | adviserinfo.sec.gov |
| Blue Water Wealth | Portland | $472.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Portland, OR
- Investment advisers in Oregon
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Equilibrium Capital Investment Management , LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.