Data / Investment advisers / California / Equitybee Advisors, LLC
Equitybee Advisors, LLC, Palo Alto, CA: exempt reporting adviser with 582 private funds
Equitybee Advisors, LLC is an exempt reporting adviser with its main office in Palo Alto, California and reports 582 private funds in its Form ADV filed April 1, 2026.
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- Registration
- Exempt reporting adviser
- CRD number
- 309297
- SEC file number
- 802-131060
- SEC status
- ERA, Active, effective August 6, 2024
- Main office
- 955 Alma Street Suite B, Palo Alto, CA 94301
- Phone
- (650) 847-1149
- Form of organization
- Limited Liability Company
- Private funds
- 582: 581 private equity funds, 1 venture capital fund
- Gross assets of private funds
- $111,860,129
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Other advisers in Palo Alto
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Stock Farm Partners LLC | Palo Alto | $137.7 million | 3 | adviserinfo.sec.gov |
| Stoic Point Capital Management LLC | Palo Alto | $119.5 million | 2 | adviserinfo.sec.gov |
| Wealthfront Strategies LLC | Palo Alto | $111.6 million | Not listed | adviserinfo.sec.gov |
| Kukui Tree Capital Management LLC | Palo Alto | $105.2 million | Not listed | adviserinfo.sec.gov |
| C1 Advisors LLC | Palo Alto | $53.1 million | Not listed | adviserinfo.sec.gov |
| Eclipse | Palo Alto | Not listed | 42 | adviserinfo.sec.gov |
| True Ventures | Palo Alto | Not listed | 22 | adviserinfo.sec.gov |
| CRV, LLC | Palo Alto | Not listed | 20 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Palo Alto, CA
- Investment advisers in California
- Advisers that manage private funds
- Equitybee Advisors, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.