Equities First Holdings
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.
Equities First Holdings
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.
General information
Firm type
Multi Family Office
Year founded
2002
AUM
—
Location
Region
North America
Country
—
City
Indianapolis
Corporate office
—
Frequently asked questions
What is Equities First Holdings?
Equities First Holdings is a multi family office headquartered in Indianapolis.
When was Equities First Holdings founded?
Equities First Holdings was founded in 2002.
Where is Equities First Holdings headquartered?
Equities First Holdings is headquartered in Indianapolis, in the North America region.
What does Altss track for Equities First Holdings?
Altss maintains an OSINT-verified profile of Equities First Holdings covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Equities First Holdings's website?
Equities First Holdings's public website is equitiesfirst.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Equities First Holdings?
Equities First Holdings is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Equities First Holdings?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Equities First Holdings?
Equities First Holdings's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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