Equities First Holdings

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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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