Clients
Eqt Partners serves 49 clients, 46 of them pooled investment vehicles. The average client has about $800 million with the firm.
- Pooled investment vehicles46 clients98%
- OtherState or municipal government entities, Corporations and other businesses2%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 46 | $38,386,286,691 | 97.9% | $834.5M |
| State or municipal government entities | 1 | $200,000,000 | 0.5% | $200.0M |
| Other investment advisers | 1 | $0 | 0.0% | $0 |
| Corporations and other businesses | 1 | $610,639,052 | 1.6% | $610.6M |
| Total | 49 | $39,196,925,743 | 100% | $799.9M |
- Clients
- 46
- Regulatory AUM
- $38,386,286,691
- Share
- 97.9%
- Avg. per client
- $834.5M
- Clients
- 1
- Regulatory AUM
- $200,000,000
- Share
- 0.5%
- Avg. per client
- $200.0M
- Clients
- 1
- Regulatory AUM
- $0
- Share
- 0.0%
- Avg. per client
- $0
- Clients
- 1
- Regulatory AUM
- $610,639,052
- Share
- 1.6%
- Avg. per client
- $610.6M
Total
- Clients
- 49
- Regulatory AUM
- $39,196,925,743
- Share
- 100%
- Avg. per client
- $799.9M
What it does
Eqt Partners provides portfolio management for institutions and other activities. It is paid through a percentage of assets, performance-based fees and other arrangements.
Eqt Partners advises no private funds.
1.6% of assets ($610.6M across 1 account) are managed with discretion; $38.59B across 48 accounts are not. 96% of clients are outside the U.S., and 1 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks74%
- Cash3%
- Other23%
- Uncalled capital and miscellaneous23%
Custodians
Eqt Partners has custody of $22.7M for 2 clients.
- All other custodians$39.20B100%
Ownership and leadership
Eqt Partners Ab owns 75% or more of Eqt Partners.
- Owns 75% or more of Eqt Partners Inc.
Eqt Partners Ab
Control person · since August 2007
- Owns 75% or more of Eqt Partners Ab
Eqt Ab
Control person · since May 2015
Leadership
- Alexander DardenPresident, Chairman, and Board Member
- Barry BreenChief Compliance Officer
- Karl GunnarssonBoard Member
- Sofia HasniDirector
- Josefin WirkkalaBoard Member
Staff
- 192 employees
- 97 in advisory functions
- 39 broker-dealer reps
Fees
Eqt Partners is paid through a percentage of assets under management, performance-based fees and other.
Eqt Partners’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Eqt Partners has 2 offices, with 3 listed addresses across 3 states.
California · 1 listed address
- 150 Spear Street, San Francisco
Massachusetts · 1 listed address
- 303 Wyman Street, Suite 300, Waltham
New York · 1 listed address
- 245 Park Avenue, 34th Floor, New YorkHQ
Registration details
- Legal name
- Eqt Partners Inc.
- Headquarters
- 245 Park Avenue, 34th Floor, New York, NY 10167
- Phone
- 917-281-0850
- Website
- Not reported
- SEC file
- 801-73187
- Structure
- Delaware corporation
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Eqt Partners have?
Eqt Partners has 49 clients and manages $39.2 billion for them, as of March 2026. They include 46 pooled investment vehicles, 1 state or municipal government entities and 1 other investment advisers.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Eqt Partners offer?
Eqt Partners provides portfolio management for institutions and other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Eqt Partners have?
Eqt Partners has 0 investment adviser representatives registered with state securities authorities, out of 192 employees, and 97 perform investment advisory functions. 39 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Eqt Partners invest in?
At the end of its last fiscal year, Eqt Partners’ separately managed accounts held 74% non-exchange-traded equities, 23% uncalled capital and miscellaneous and 3% cash and equivalents. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Eqt Partners?
Eqt Partners is owned through a holding company by Eqt Ab. Its direct owner is Eqt Partners Ab (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Eqt Partners get paid?
Eqt Partners is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file