Our numbers speak for themselves
Add diversification and uncorrelated returns to your portfolio by investing in highly curated private funds.
Strategies Analyzed
12,000
Strategies Selected
0.1%
Assets Under Management
$100m
Outperformance of S&P 500*
+19%
Core Funds
We recommend a 20-80% allocation in a portfolio
In the Equi model of investing, Core Funds target higher average returns than the stock market with a fraction of the volatility. They may serve as a core position in almost any investor’s portfolio.
Qualification: Accredited Investor
All investments offer quarterly liquidity
Equi Multi-Strategy
Designed to either supplement or replace your traditional stock and bond portfolio, our flagship fund targets higher average returns than the stock market with a fraction of the volatility. This fund may serve as a core position in an investor’s portfolio.
0 seats remaining
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Target Return
12%
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Target Volatility
7-9%
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Minimum Investment
$150k
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Fees
1% Management
5% Performance
Return Enhancers
We recommend 1-25% allocation in a portfolio
Equi’s return enhancers are designed to be smaller holdings within a portfolio and are recommended for those who prefer higher return targets despite higher volatility.
All investments offer quarterly liquidity
Equi Dynamic Alpha
Equi Dynamic Alpha is an absolute return strategy comprised of discretionary macro and systematic strategies. It aims to serve as an all-weather portfolio enhancer that is capable of producing 17%+ returns across market regimes with minimal correlation to broader equity markets.
Limited seats remaining
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Qualification
Qualified Client
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Target Return
17%
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Target Volatility
12-15%
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Minimum Investment
$150k
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Fees
1.75% Management
17.5% Performance
Equi Special Opportunities Fund I
On rare occasions, our team will identify what we believe are excellent third party investment opportunities and bring those opportunities to select Equi investors.
This manager leverages a niche strategy that uses both debt and equity. *The underlying manager has a 14-year track record and has posted positive performance in 85% of months.
Limited seats remaining
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Qualification
Qualified Purchaser
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Target Return
12-15%
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Annualized Returns*
Approx. 28%
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Minimum Investment
$150k
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Fees
2% Management
Why choose Equi
Quality Over Quantity
We pride ourselves on only offering what we believe to be the best investment strategies to our customers.
$1MM invested from Nov '21 (inception) to May '23

As measured by HFRI Fund Weighted Composite; The HFRI Fund Weighted Composite is a global, equal-weighted index of single-manager funds that report to HFR Database.