Investment adviser · CRD 289299

EQUITYZEN 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.

NEW YORK, NY, United States · Form ADV filed Mar 31, 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.

EQUITYZEN GROWTH OPPORTUNITY FUND VII LLC - SERIES 2Private Equity Fund · Last reported Mar 31, 2026$6.6MGross asset value

Form D fundraising filings

EquityZen Growth Opportunity Fund VII LLC - Series 2

Fund administrator HC GLOBAL FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RICHEY MAY & CO. ENGLEWOOD, Colorado, United States
Custodian EAST WEST BANCORP, INC. PASADENA, California, United States Related to adviser: No
Custodian SOUTHSTATE BANK, N.A. WINTER HAVEN, Florida, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RICHEY MAY & CO.
PCAOB 673

Fund details & source
Fund ID
805-3417012172
Reported beneficial owners
213
Minimum commitment
$20K
Form D file number
021-403975

Form ADV 2084371 · Mar 31, 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.

EQUITYZEN GROWTH OPPORTUNITY FUND VIII LLC - SERIES 1Private Equity Fund · Last reported Mar 31, 2026$5.18MGross asset value

Form D fundraising filings

EquityZen Growth Opportunity Fund VIII LLC - Series 1

Fund administrator HC GLOBAL FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RICHEY MAY & CO. ENGLEWOOD, Colorado, United States
Custodian SOUTHSTATE BANK, N.A. WINTER HAVEN, Florida, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RICHEY MAY & CO.
PCAOB 673

Fund details & source
Fund ID
805-3323297248
Reported beneficial owners
85
Minimum commitment
$2K
Form D file number
021-447276

Form ADV 2084371 · Mar 31, 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.

EQUITYZEN GROWTH OPPORTUNITY FUND VIII LLC - SERIES 2Private Equity Fund · Last reported Mar 31, 2026$5.13MGross asset value

Form D fundraising filings

EquityZen Growth Opportunity Fund VIII LLC - Series 2

Fund administrator HC GLOBAL FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RICHEY MAY & CO. ENGLEWOOD, Colorado, United States
Custodian SOUTHSTATE BANK, N.A. WINTER HAVEN, Florida, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RICHEY MAY & CO.
PCAOB 673

Fund details & source
Fund ID
805-7823946057
Reported beneficial owners
68
Minimum commitment
$10K
Form D file number
021-447278

Form ADV 2084371 · Mar 31, 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.

EQUITYZEN GROWTH OPPORTUNITY FUND IX LLC - SERIES 1Private Equity Fund · Last reported Mar 31, 2026$4.21MGross asset value

Form D fundraising filings

EquityZen Growth Opportunity Fund IX LLC - Series 1

Fund administrator HC GLOBAL FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RICHEY MAY & CO. ENGLEWOOD, Colorado, United States
Custodian SOUTHSTATE BANK, N.A. WINTER HAVEN, Florida, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RICHEY MAY & CO.
PCAOB 673

Fund details & source
Fund ID
805-9185313874
Reported beneficial owners
89
Minimum commitment
$2.5K
Form D file number
021-489326

Form ADV 2084371 · Mar 31, 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.

EQUITYZEN THEMATIC FUND LLC - GAMING SERIES 1Private Equity Fund · Last reported Mar 31, 2026$3.73MGross asset value

Form D fundraising filings

EquityZen Thematic Fund LLC - Gaming Series 1

Fund administrator HC GLOBAL FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian SOUTHSTATE BANK, N.A. WINTER HAVEN, Florida, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-7279590828
Reported beneficial owners
96
Minimum commitment
$10K
Form D file number
021-370445

Form ADV 2084371 · Mar 31, 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.

EQUITYZEN THEMATIC FUND LLC - FINTECH SERIES 2Private Equity Fund · Last reported Mar 31, 2026$2.7MGross asset value

Form D fundraising filings

EquityZen Thematic Fund LLC - Fintech Series 2

Fund administrator HC GLOBAL FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian SOUTHSTATE BANK, N.A. WINTER HAVEN, Florida, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-3952452024
Reported beneficial owners
99
Minimum commitment
$10K
Form D file number
021-390377

Form ADV 2084371 · Mar 31, 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.

EQUITYZEN THEMATIC FUND LLC - MOST REQUESTED SERIES 4Private Equity Fund · Last reported Mar 31, 2026$2.58MGross asset value

Form D fundraising filings

EquityZen Thematic Fund LLC - Most Requested Series 4

Fund administrator HC GLOBAL FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian SOUTHSTATE BANK, N.A. WINTER HAVEN, Florida, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-3837558171
Reported beneficial owners
58
Minimum commitment
$15.1K
Form D file number
021-478296

Form ADV 2084371 · Mar 31, 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: Mar 31, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

1 NEW YORK PLAZA, 12TH FLOOR
NEW YORK, NY, 10004, United States

CRD 289299

Filing source

Form ADV 2084371 · Mar 31, 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.