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Aequitas Capital
Aequitas Capital is a fee-only fiduciary LGBTQ+ financial planning advisor headquartered in Lake Oswego, Oregon.
Aequitas Capital
Aequitas Capital is a financial advisory firm headquartered in Lake Oswego, Oregon. The firm positions itself as a fee-only, fiduciary LGBTQ+ financial planning resource for queer professionals, couples, and families. It does not publicly disclose its founding year, AUM, named principals, or team size. The firm's website describes core services including wealth management, family planning, estate planning, and values-based investing. No specific asset class mix, stage preferences, named portfolio companies, deals, or co-investors are detailed. Geographic footprint appears limited to the United States. No evidence of direct investments, SPVs, fund commitments, or partner relationships is available from public sources. No total deployment, professionals count, additional offices, or adjacent vehicles are disclosed. No dated operational event from the last 24 months could be verified. The firm has no known LinkedIn presence, and its website provides no team page with named personnel or bios. The firm's structural differentiator is its explicit focus on LGBTQ+ clients, a niche within the financial advisory industry. Without disclosed AUM, executives, or investment activity, Aequitas Capital appears to function as a small registered investment advisor rather than an institutional allocator or family office.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Lake Oswego
Corporate office
Lake Oswego, OR, United States
Frequently asked questions
Does Aequitas Capital function as a family office or an RIA?
Aequitas Capital describes itself as a fee-only fiduciary financial planning advisor. No public evidence suggests it operates as a single-family or multi-family office. Its website emphasizes LGBTQ+ financial planning for individuals, couples, and families.
What is the firm's AUM?
Aequitas Capital does not disclose its assets under management. No regulatory filings or public statements provide this number. Altss estimates are not possible given the lack of team size, client base, or investment activity data.
Who leads Aequitas Capital?
The firm's website does not name any principals, executives, or team members. No LinkedIn profile or professional biography for Aequitas Capital leadership could be located. The firm effectively operates without publicly identified decision-makers.
What investment services does Aequitas Capital offer?
According to its website, the firm provides wealth management, family planning, estate planning, and values-based investing. All services are presented as part of a fiduciary, fee-only model. No specific asset classes, sectors, or deal types are detailed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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