Investment adviser · CRD 309297

EQUITYBEE ADVISORS, LLC

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

PALO ALTO, CA, United States · Form ADV filed Apr 1, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

50+ Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

Browse the first 49 funds across 7 pages.

EQUITYBEE 22-85754, A SERIES OF EQUITYBEE CFUND MASTER LLCPrivate Equity Fund · Last reported Apr 1, 2026$518KGross asset value

Form D fundraising filings

Equitybee 22-85754, a Series of Equitybee cFund Master LLC

Fund administrator EQUITYBEE FUND MANAGEMENT LLC OGDEN, Utah, United States Investor statements: No (provided to no investors) Related to adviser: Yes
Marketer EQUITYBEE SECURITIES, LLC PALO ALTO, California, United States Related to adviser: Yes
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
Yes

EQUITYBEE SECURITIES, LLC
CRD 41896 · SEC 8-49621

Fund details & source
Fund ID
805-3873070594
Reported beneficial owners
5
Minimum commitment
$10K
Form D file number
021-475825

Form ADV 2078451 · Apr 1, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ALTAIR, A SERIES OF EQUITYBEE EMPLOYEES RELIEF FUND LLCPrivate Equity Fund · Last reported Apr 1, 2026$498KGross asset value

Form D fundraising filings

Altair a Series of Equitybee Employees Relief Fund LLC

Fund administrator EQUITYBEE FUND MANAGEMENT LLC OGDEN, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Marketer EQUITYBEE SECURITIES, LLC PALO ALTO, California, United States Related to adviser: Yes
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
Yes

EQUITYBEE SECURITIES, LLC
CRD 41896 · SEC 8-49621

Fund details & source
Fund ID
805-2506168618
Reported beneficial owners
1
Minimum commitment
$10K
Form D file number
021-503035

Form ADV 2078451 · Apr 1, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EQUITYBEE 04 2021 78681, A SERIES OF EQUITYBEE MASTER LLCPrivate Equity Fund · Last reported Apr 1, 2026$490KGross asset value

Form D fundraising filings

EquityBee 04 2021 78681, a series of EquityBee Master, LLC

Fund administrator EQUITYBEE FUND MANAGEMENT LLC OGDEN, Utah, United States Investor statements: No (provided to no investors) Related to adviser: Yes
Marketer EQUITYBEE SECURITIES, LLC PALO ALTO, California, United States Related to adviser: Yes
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
Yes

EQUITYBEE SECURITIES, LLC
CRD 41896 · SEC 8-49621

Fund details & source
Fund ID
805-5537876485
Reported beneficial owners
4
Minimum commitment
$10K
Form D file number
021-487732

Form ADV 2078451 · Apr 1, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EQUITYBEE 02 2021 77354, A SERIES OF EQUITYBEE MASTER LLCPrivate Equity Fund · Last reported Apr 1, 2026$475KGross asset value

Form D fundraising filings

EquityBee 02 2021 77354, a series of EquityBee Master, LLC

Fund administrator EQUITYBEE FUND MANAGEMENT LLC OGDEN, Utah, United States Investor statements: No (provided to no investors) Related to adviser: Yes
Marketer EQUITYBEE SECURITIES, LLC PALO ALTO, California, United States Related to adviser: Yes
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
Yes

EQUITYBEE SECURITIES, LLC
CRD 41896 · SEC 8-49621

Fund details & source
Fund ID
805-4078323631
Reported beneficial owners
24
Minimum commitment
$10K
Form D file number
021-404559

Form ADV 2078451 · Apr 1, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EQUITYBEE 22-69101, A SERIES OF EQUITYBEE CFUND MASTER LLCPrivate Equity Fund · Last reported Apr 1, 2026$459KGross asset value

Form D fundraising filings

Equitybee 22-69101, a Series of Equitybee cFund Master LLC

Fund administrator EQUITYBEE FUND MANAGEMENT LLC OGDEN, Utah, United States Investor statements: No (provided to no investors) Related to adviser: Yes
Marketer EQUITYBEE SECURITIES, LLC PALO ALTO, California, United States Related to adviser: Yes
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
Yes

EQUITYBEE SECURITIES, LLC
CRD 41896 · SEC 8-49621

Fund details & source
Fund ID
805-3407383970
Reported beneficial owners
2
Minimum commitment
$10K
Form D file number
021-532673

Form ADV 2078451 · Apr 1, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EQUITYBEE 07 2020 2517, A SERIES OF EQUITYBEE MASTER LLCPrivate Equity Fund · Last reported Apr 1, 2026$430KGross asset value

Form D fundraising filings

Equitybee 07 2020 2517, a series of Equitybee Master LLC

Fund administrator EQUITYBEE FUND MANAGEMENT LLC OGDEN, Utah, United States Investor statements: No (provided to no investors) Related to adviser: Yes
Marketer EQUITYBEE SECURITIES, LLC PALO ALTO, California, United States Related to adviser: Yes
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
Yes

EQUITYBEE SECURITIES, LLC
CRD 41896 · SEC 8-49621

Fund details & source
Fund ID
805-5284245799
Reported beneficial owners
14
Minimum commitment
$10K
Form D file number
021-380348

Form ADV 2078451 · Apr 1, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EQUITYBEE 22-82901, A SERIES OF EQUITYBEE CFUND MASTER LLCPrivate Equity Fund · Last reported Apr 1, 2026$423KGross asset value

Form D fundraising filings

Equitybee 22-82901, a Series of Equitybee cFund Master LLC

Fund administrator EQUITYBEE FUND MANAGEMENT LLC OGDEN, Utah, United States Investor statements: No (provided to no investors) Related to adviser: Yes
Marketer EQUITYBEE SECURITIES, LLC PALO ALTO, California, United States Related to adviser: Yes
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
Yes

EQUITYBEE SECURITIES, LLC
CRD 41896 · SEC 8-49621

Fund details & source
Fund ID
805-3954766525
Reported beneficial owners
9
Minimum commitment
$10K
Form D file number
021-460854

Form ADV 2078451 · Apr 1, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Apr 1, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

955 ALMA STREET, SUITE B
PALO ALTO, CA, 94301, United States

CRD 309297

Filing source

Form ADV 2078451 · Apr 1, 2026 · 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.