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Equities First Holdings Overview
Type
Multi Family Office
Year Founded
2002
General Information
Equities First Holdings is a multi-family office headquartered in Indianapolis. The firm manages investments across public equities and provides financing solutions to clients with diverse asset portfolios. With a presence in major financial markets, Equities First Holdings serves families seeking tailored capital strategies and risk management—offers equity-backed lending and portfolio management to support long-term wealth preservation and growth for its clients.
Contact Information
Website:
https://equitiesfirst.com/
Year Founded:
2002
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Indianapolis, United States
Portfolio & Notable Allocations
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