Equanimity Wealth

Adam Cornwell, Founder and CEO, oversees all investment decisions. He previously built a wealth advisory practice at Goldman Sachs before launching the firm in 2013 (per public record).

Equanimity Wealth operates as a multi-family office, serving multiple ultra-high-net-worth families. It does not manage capital for a single founding family, but rather for a select group of unrelated families seeking independent advice.

The firm sources deal flow through a network of independent manager relationships and direct co-investment partnerships, primarily in private equity, venture capital, and real estate. Equanimity Wealth does not maintain an internal proprietary deal-sourcing team; it relies on external relationships and manager vetting.

The firm does both. It makes direct co-investments alongside selected private equity and real estate operators, and also commits capital to external funds. Direct deals are typically in the lower-middle-market private equity and real estate space.

Equanimity Wealth focuses on late-stage venture capital, growth equity, and direct private-equity buyouts, as well as opportunistic real estate. It does not target early-stage or seed-stage venture investments as a primary strategy.

Equanimity Wealth charges a flat retainer fee rather than a percentage of assets under management. This fee model is designed to eliminate the conflict of interest inherent in AUM-based advisors who may be incentivized to gather assets rather than optimize performance. The firm does not receive commissions or 12b-1 fees (per the firm's stated philosophy).

The firm does not publicly disclose a minimum net worth or investable asset threshold. Given its multi-family office structure and boutique team size, it likely requires clients to be ultra-high-net-worth, typically defined as having at least $30 million in investable assets.