# EquityMultiple EquityMultiple is a Bank / Wealth / Trust based in New York, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** New York, United States - **Region:** North America - **Address:** New York, NY, United States - **Founded:** 2015 - **Assets under management:** Undisclosed - **Website:** www.equitymultiple.com - **LinkedIn:** https://www.linkedin.com/company/equity-multiple ## Regulatory record - **CRD number:** 314402 - **SEC file number:** 802-136493 - **Registration status:** Registered - **Reports private funds:** Yes - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/314402 ## About Charles Clinton and Marious Sjulsen founded the EquityMultiple platform in 2015, scaling it into a rare hybrid that pairs a technology-driven marketplace with a regulated investment advisor. EM Advisor, the entity formalized in 2021, functions as the registered investment advisor for the platform, operating from New York. Unlike many real estate crowdfunding pioneers that stayed solely on the transactional side, EM Advisor adopted a fiduciary framework, allowing it to manage discretionary pooled funds alongside individual deal-by-deal placements. EM Advisor allocates across commercial real estate debt, preferred equity, and common equity, with underlying exposures to multifamily, industrial, office, and retail assets nationwide. The firm structures investments via direct placements into individual properties, as well as through pooled funds focused on specific strategies such as opportunistic debt or yield-oriented senior loans. Sourcing is driven by the parent company's institutional network of repeat sponsors, which has included firms like Trammell Crow Company and Jadian Capital. The geographic footprint spans primary and secondary US markets, with notable concentrations in the Sun Belt, Northeast, and Pacific Northwest. The platform has executed over $5 billion in cumulative transaction volume through its direct and fund vehicles (per the firm's official communications, 2023). EM Advisor shares the EquityMultiple leadership team and technology stack, creating a tight loop between investor demand and deal sourcing. The firm maintains its headquarters in New York. May 2024: EquityMultiple launched its Alpine Note product, a short-duration, real-estate-backed demand note targeting yield-seeking accredited investors, marking an expansion into cash-management-like credit instruments. The structural differentiator is the tight integration of a regulated RIA with a proprietary fintech origination engine. EM Advisor is not an allocator to external real estate funds; it underwrites and structures its own offerings, using technology to streamline investor onboarding, document execution, and reporting. This architecture eliminates placement-agent fees and gives the firm end-to-end control over asset selection, a posture more akin to a direct real estate manager than a traditional wealth advisor. ## Sectors - Real Estate - Private Credit - FinTech ## Questions ### How does EM Advisor source its real estate deals? EM Advisor relies on the EquityMultiple platform's institutional network of repeat sponsor relationships. Deals are sourced directly from operators and developers, including firms like Trammell Crow Company. Each investment undergoes internal underwriting before placement, and the firm does not aggregate deals from third-party marketplaces. ### Is EM Advisor a crowdfunding platform or a registered investment advisor? EM Advisor is a registered investment advisor, formalized in 2021 as the fiduciary entity behind the EquityMultiple platform. While the broader platform started in 2015 with direct-to-investor deal placements, EM Advisor manages discretionary pooled funds and provides advisory services alongside self-directed individual property investments. ### What investment structures are available through EM Advisor? EM Advisor offers direct investments into individual commercial real estate properties across debt, preferred equity, and common equity positions. It also manages pooled funds targeting specialized strategies, such as senior debt or diversified equity baskets. The firm structures these as private placements under Regulation D. ### Does EM Advisor manage discretionary capital or only self-directed account placements? EM Advisor manages both. Accredited investors can select individual real estate offerings for self-directed accounts, or they can allocate to discretionary fund vehicles where the advisor determines asset selection and portfolio construction within a defined strategy. ## Related profiles - [Elvee Wealth Management](https://altss.com/profile/elvee-wealth-management) - [Emami](https://altss.com/profile/emami) --- Last updated: 2026-07-08T21:53:47.908Z Canonical page: https://altss.com/profile/em-advisor Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology