Investment adviser · CRD 317909
EQUITY STORY USA
Investment adviser filing (IA)
SYDNEY NSW, Australia · Form ADV filed Mar 30, 2025
- Regulatory AUM
- $0 Form ADV · Item 5.F
- Client accounts
- 0 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 30, 2025. View historical filings
Reported services
Publication of newsletters · Market timing · Educational seminars
Compensation
Subscription
Principal office
LEVEL 6, 22 PITT STREETSYDNEY NSW, 2000, Australia
CRD 317909
Filing source
Form ADV 1966943 · Mar 30, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.