{"url":"https://nivawealth.com/firms/eqt-partners-160179","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/160179","regulatoryAum":39196925743,"crd":"160179","secFileNumber":"801-73187","legalName":"Eqt Partners Inc.","displayName":"Eqt Partners","website":null,"founded":null,"organization":"Delaware corporation","fiscalYearEnd":"December","headquarters":{"street":"245 Park Avenue, 34th Floor","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10167"},"tradeNames":[],"registration":{"secApproved":"15 February 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":192,"advisory":97,"brokerDealerReps":39,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":610639052,"discretionaryAccounts":1,"nonDiscretionary":38586286691,"nonDiscretionaryAccounts":48,"wrapProgram":null,"nonUsClientsPct":96,"nonAumClients":1},"clientTypes":[{"label":"Pooled investment vehicles","clients":46,"regulatoryAum":38386286691},{"label":"State or municipal government entities","clients":1,"regulatoryAum":200000000},{"label":"Other investment advisers","clients":1,"regulatoryAum":0},{"label":"Corporations and other businesses","clients":1,"regulatoryAum":610639052}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Eqt Partners has custody of $22.7M for 2 clients.","otherCustodians":[],"leadership":[{"name":"Alexander Darden","title":"President, Chairman, and Board Member","crd":"6825997"},{"name":"Barry Breen","title":"Chief Compliance Officer","crd":"6697996"},{"name":"Karl Gunnarsson","title":"Board Member","crd":"7281762"},{"name":"Sofia Hasni","title":"Director","crd":"5220305"},{"name":"Josefin Wirkkala","title":"Board Member","crd":"7245015"}],"ownership":[{"label":"Eqt Partners Ab","detail":"Shareholder in the 75% or more ownership band and a control person, since August 2007."},{"label":"Eqt Ab","detail":"Indirect owner: a shareholder of Eqt Partners Ab in the 75% or more band and a control person, since May 2015.","parent":"Eqt Partners Ab"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"150 Spear Street","city":"San Francisco"}]},{"state":"Massachusetts","offices":1,"addresses":[{"street":"303 Wyman Street, Suite 300","city":"Waltham"}]},{"state":"New York","offices":1,"addresses":[{"street":"245 Park Avenue, 34th Floor","city":"New York","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"917-281-0850","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees","Other"],"activities":["Portfolio management for businesses (other than small businesses) or institutional clients","Other"],"financialPlanningClients":null,"assetMix":[{"label":"Non-exchange-traded equity securities","percent":74},{"label":"Cash and cash equivalents","percent":3},{"label":"Other","percent":23,"detail":"Uncalled Capital and Miscellaneous"}],"privateFunds":0},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/160179/PDF/160179.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Eqt Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Eqt Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Eqt Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Eqt Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Eqt Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Eqt Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}