EQIS CAPITAL Overview
Eqis Capital Management Inc. is an investment advisor that manages 1.1 BN dollars in regulatory AUM and has 58 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/10 to 03/31/21. The fund's latest filing disclosed 1BN in positions, representing 117% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 03/31/21. The fund's latest filing disclosed 1BN in positions, representing 117% of the manager's regulatory AUM.
EQIS CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
EQIS CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| TLT | 2.8% | ETF | 12.28% | 0.25% | 0 | 0% | ||
| FNCL | 1.75% | ETF | 7.31% | -0.09% | 1 | 0% | ||
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FEATURED IN
EQIS CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| William R. Nelson | Principal / Chief Investment Officer | June-2008 |
| Jennifer C. Winters | Evp, Advisor And Employee Experience | February-2007 |
| Duane Menting | Chief Financial Officer / Chief Legal Council | March-2008 |
| Scott C. Winters | Ceo | February-2014 |
| Jason E. Luhan | Chief Compliance Officer / Amlco | May-2620 |
EQIS CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
EQIS CAPITAL Investment Strategy
Item 8 Client Contact With Portfolio Managers
Clients utilizing third portfolio managers for management of their assets generally do not come in contact with their portfolio managers. In this Program, EQIS Capital Management, Inc.'s representatives typically serve as the communication conduit between the client and the
independent manager. Clients are required to contact their FP with any questions they may have regarding their account(s).
Item 9 Additional Information
...
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Clients utilizing third portfolio managers for management of their assets generally do not come in contact with their portfolio managers. In this Program, EQIS Capital Management, Inc.'s representatives typically serve as the communication conduit between the client and the
independent manager. Clients are required to contact their FP with any questions they may have regarding their account(s).
Item 9 Additional Information
...
Unlock Full Investment Process Description
EQIS CAPITAL Portfolio Concentration
EQIS CAPITAL Location
1000 4TH ST., STE 650
SAN RAFAEL, California
UNITED STATES, 94901
SAN RAFAEL, California
UNITED STATES, 94901
EQIS CAPITAL Contact Information
Phone Number: 800-949-9936
Fax Number: 630-206-0757
Website: null
Fax Number: 630-206-0757
Website: null
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