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%

*In 2022

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

 

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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
  • Target Return
    12%
  • Target Volatility
    7-9%
  • Minimum Investment
    $150k
  • Fees
    1% Management
    5% Performance
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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

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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
  • Qualification
    Qualified Client
  • Target Return
    17%
  • Target Volatility
    12-15%
  • Minimum Investment
    $150k
  • Fees
    1.75% Management
    17.5% Performance
Get access
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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
  • Qualification
    Qualified Purchaser
  • Target Return
    12-15%
  • Annualized Returns*
    Approx. 28%
  • Minimum Investment
    $150k
  • Fees
    2% Management
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Why choose Equi

Quality Over Quantity

We pride ourselves on only offering what we believe to be the best investment strategies to our customers.

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$1MM invested from Nov '21 (inception) to May '23
Why Choose Equi Graph

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.