Ledger.
Investor · Lake Oswego, OR

Aequitas Investment Management, LLC

Open Aequitas in the network graph →
Filings
34
SEC Form D
Connections
54
co-filers
Capital
$95.5M
across filings
Active
Jan 2013
to Nov 2015

Most-connected co-filers (54)

Andrew N. Macritchie · Lake Oswego, OR12 sharedJ. B. Johnson · Fort Worth, TX8 sharedRobert E. Mckee, Iii · The Woodlands, TX8 sharedRene Lacerte · Palo Alto, CA5 sharedRonald J. Juvonen · Kennett Square, PA4 sharedBrian S. Jacobs · San Mateo, CA4 sharedCarl Ledbetter · Fremont, CA4 sharedCaro-Kann Capital Llc · San Francisco, CA4 sharedDavid C. Smith · Kennett Square, PA4 sharedEspuela Resources Iii, Llc · Dallas, TX4 sharedArtem Fokin · Larkspur, CA4 sharedDavid J. Harter · Tustin, CA4 sharedCaro-Kann Capital Llc · San Francisco, CA4 sharedDarin Milmister · New York, NY4 sharedJerold O. Zwas · Southfield, MI4 sharedJerry V. Smith · Dallas, TX4 sharedGustav W. Meyer · St. Ouen, Y94 sharedAlastair W. Torvaney · St. Brelade, Y94 sharedGerald E. Mullis · Bedford, IN3 sharedCharles E. Skinner · Midland, MI3 sharedRR Advisors, LLC · Dallas, TX3 sharedEdward O. Shaffer Ii · Midland, MI3 sharedRobert E. Galyen · Carmel, IN3 sharedBen E. Trumbell · Toledo, OH3 shared

Recent filings (34)

Caro-Kann Capital Fund LPJan 2018 · 4 co-filersCaro-Kann Capital Fund LPJan 2017 · 4 co-filersCaro-Kann Capital Fund LPJan 2016 · 4 co-filersAdvanced Battery Concepts, LLCNov 2015 · 17 co-filers$2.0MAequitas Private Client Fund, LLCJul 2015 · 8 co-filers$150.0MAdvanced Battery Concepts, LLCJul 2015 · 15 co-filers$3.1MAequitas Enhanced Income Fund, LLCApr 2015 · 3 co-filersAequitas Income Opportunity Fund II, LLCApr 2015 · 3 co-filersAequitas WRFF I, LLCApr 2015 · 3 co-filers$25.5MAequitas Income Opportunity Fund, LLCApr 2015 · 5 co-filersAWCB Investments, LLCJan 2015 · 5 co-filers$15.0MCaro-Kann Capital Fund LPJan 2015 · 4 co-filersAequitas Income Opportunity Fund II, LLCDec 2014 · 3 co-filersAequitas Enhanced Income Fund, LLCOct 2014 · 3 co-filersAequitas Income Opportunity Fund II, LLCOct 2014 · 3 co-filersLong Term Care Group Holdings, L.P.Jun 2014 · 9 co-filers$117.8MAWC Management, LLCJun 2014 · 3 co-filers$16.0MAWC Physician Investment Group, LLCJun 2014 · 3 co-filers$6.8MAdvanced Battery Concepts, LLCMar 2014 · 15 co-filers$3.0MAequitas WRFF I, LLCFeb 2014 · 3 co-filers$25.5MAequitas WRFF I, LLCFeb 2014 · 3 co-filers$25.5MAWCB Investments, LLCDec 2013 · 3 co-filers$9.0MAequitas CarePayment Fund, LLCApr 2013 · 4 co-filersAdvanced Battery Concepts, LLCJan 2013 · 10 co-filers$2.0MAWCB Investments, LLCDec 2012 · 3 co-filers$9.0M

Derived from public SEC Form D (Reg D) filings; entities resolved probabilistically. See Aequitas in the interactive graph →