DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Eqt Partners Inc.
Latest filing Mar 30, 2026
First filing on the tape Feb 8, 2012 · 36 filings
SEC status approved since Feb 15, 2012
RAUM
$39B
reported, Item 5.F
Discretionary
1.6%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
192
97 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
36 filings and snapshots on the tape
RAUM$39B as of Mar 30, 2026
Mar 28, 2013$4.2B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 28, 20130 then
Employees (5.A)192 as of Mar 30, 2026
Mar 28, 20138 then
Private funds: no history
RAUM +17% over the last fiscal year+27% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $800MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 1.6%derivedof RAUM
- Institutional
- 0.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, otherreportedItem 5.G
- Custody
- $22.7M, 2 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$38B98%
- Corporations and businesses$611M1.6%
- State and municipal entities$200M0.5%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 49reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $22.7M for 2 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.98 institutional_share=0.01 related_bd=true related_bank=false bd_reps=39.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Newsom Alexander Darden · Presidentcontrolsince 06/2017 · owns less than 5%
- O'Leary Suzanne Donohoe · Chief Commercial Officercontrolsince 01/2023 · owns less than 5%
- Nowen Josefin Wirkkala · Board Membercontrolsince 01/2023 · owns less than 5%
- Eamon Barry Breen · Chief Compliance Officersince 10/2023 · owns less than 5%
- Erik Gunnar Karl Gunnarsson · Board Membersince 06/2020 · owns less than 5%
Entity owners
- Eqt Partners Ab · Shareholderdirect · owns 75% or more
- Eqt Ab · Shareholderindirect · owns 75% or more of Eqt Partners Ab
Related persons
Schedule D 7.A
- Baring Private Equity Asia Group Limitedinvestment adviserpooled vehicle sponsorn
- Eqt Active Core Infrastructure (General Partner) S.A R.L.investment adviserpooled vehicle sponsorn
- Eqt Exeter Asia Pacific Advisors Pte. Limitedinvestment advisern
- Eqt Fund Management S.A.R.Linvestment adviserpooled vehicle sponsorn
- Eqt Infrastructure II (Gp) Limitedinvestment adviserpooled vehicle sponsorn
- Eqt Infrastructure III (Gp) Scsinvestment adviserpooled vehicle sponsorn
- Eqt Infrastructure IV (Gp) Scsinvestment adviserpooled vehicle sponsorn
- Eqt Infrastructure V (General Partner) S.A R.L.pooled vehicle sponsorn
- Eqt Infrastructure V (General Partner) S.A R.L.investment adviserpooled vehicle sponsorn
- Eqt Ix (General Partner) S.A R.L.investment adviserpooled vehicle sponsorn
- Eqt Ix (General Partner) S.A R.L.investment adviserpooled vehicle sponsorn
- Eqt Partners Abinvestment advisery
- Eqt Partners Aginvestment advisern
- Eqt Partners Asinvestment advisern
- Eqt Partners Australia Pty Ltdinvestment advisern
- Eqt Partners Denmark Apsinvestment advisern
- Eqt Partners Gmbhinvestment advisern
- Eqt Partners Japan K.K.investment advisern
- Eqt Partners Korea Co., Ltd.investment advisern
- Eqt Partners Limitedpooled vehicle sponsorn
- Eqt Partners Netherlands B.V.investment adviserpooled vehicle sponsorn
- Eqt Partners Oyinvestment advisern
- Eqt Partners S.R.L.investment advisern
- Eqt Partners Sasinvestment adviserpooled vehicle sponsorn
- Eqt Partners Spain S.L.U.investment advisern
- Eqt Services (Uk) Limitedinvestment advisern
- Eqt Ventures (Gp) Scsinvestment adviserpooled vehicle sponsorn
- Eqt Ventures II (Gp) Scsinvestment adviserpooled vehicle sponsorn
- Eqt Ventures III (General Partner) S.A R.L.investment adviserpooled vehicle sponsorn
- Eqt Vi (General Partner) LPinvestment adviserpooled vehicle sponsorn
Advisers that list Eqt Partners Inc. as a related person
- 161935 n
Offices
Schedule D 1.F, the 25 largest
- San Francisco, CA2 employees
- Waltham, MA1 employees
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- low discretionary shareStatic outlier · filing Mar 30, 2026discretionary share of RAUM of 2% against a peer median of 100% (512 comparable advisers, 1.0th percentile, 33.2 robust deviations)peers: asset managers, $20B and over (512) · 1.0% percentile
- affiliate changedChange between filings · filing Mar 30, 2026bank affiliate (Item 7.A.6): yes on the filing of 2025-10-28, no on the filing of 2026-03-30peers: asset managers, $20B and over (512)
- compensation changedChange between filings · filing Mar 30, 2026performance-based compensation (Item 5.E.6): no on the filing of 2025-10-28, yes on the filing of 2026-03-30peers: asset managers, $20B and over (512)
What changed
consecutive filings, newest first
- Accounts · 50 to 49Oct 28, 2025 to Mar 30, 2026
- Advisory employees · 85 to 97Oct 28, 2025 to Mar 30, 2026
- Advisory activities · 1 to 2Oct 28, 2025 to Mar 30, 2026
- BD registered reps · 44 to 39Oct 28, 2025 to Mar 30, 2026
- Pooled vehicle clients · 47 to 46Oct 28, 2025 to Mar 30, 2026
- Assets in custody · $0 to $22.7MOct 28, 2025 to Mar 30, 2026
- Employees · 184 to 192Oct 28, 2025 to Mar 30, 2026
- Discretionary RAUM · $0 to $611MOct 28, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $34B to $39BOct 28, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $34B to $38BOct 28, 2025 to Mar 30, 2026
- RAUM · $34B to $39BOct 28, 2025 to Mar 30, 2026
- Related bank · true to falseOct 28, 2025 to Mar 30, 2026
- Advisory employees · 93 to 85Mar 29, 2024 to Mar 31, 2025
- BD registered reps · 32 to 44Mar 29, 2024 to Mar 31, 2025
- Employees · 173 to 184Mar 29, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $26B to $34BMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $26B to $34BMar 29, 2024 to Mar 31, 2025
- RAUM · $26B to $34BMar 29, 2024 to Mar 31, 2025
- Related bank · false to trueMar 29, 2024 to Mar 31, 2025
- Advisory employees · 63 to 93Oct 7, 2023 to Mar 29, 2024
- BD registered reps · 0 to 32Oct 7, 2023 to Mar 29, 2024
- Corporate clients · unset to 1.0Oct 7, 2023 to Mar 29, 2024
- Pooled vehicle clients · 50 to 47Oct 7, 2023 to Mar 29, 2024
- Employees · 107 to 173Oct 7, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $19B to $26BOct 7, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $19B to $26BOct 7, 2023 to Mar 29, 2024
- RAUM · $19B to $26BOct 7, 2023 to Mar 29, 2024
- Accounts · 31 to 50Mar 31, 2022 to Mar 31, 2023
- Advisory employees · 54 to 63Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 31 to 50Mar 31, 2022 to Mar 31, 2023
- Employees · 85 to 107Mar 31, 2022 to Mar 31, 2023
- Other offices · 1 to 2Mar 31, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $22B to $19BMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $22B to $19BMar 31, 2022 to Mar 31, 2023
- RAUM · $22B to $19BMar 31, 2022 to Mar 31, 2023
- Accounts · 23 to 31Mar 29, 2021 to Mar 31, 2022
- Advisory employees · 47 to 54Mar 29, 2021 to Mar 31, 2022
- BD registered reps · 7 to 0Mar 29, 2021 to Mar 31, 2022
- Pooled vehicle clients · 21 to 31Mar 29, 2021 to Mar 31, 2022
Signals
14 dated events
- Eqt Partners Inc. reported RAUM $33.6B, up 29% from $26.0B (2024-03-29 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- Eqt Partners Inc. reported RAUM $26.0B, up 36% from $19.2B (2023-10-07 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- Nmn Kristiaan Nieuwenburg (Chairperson) no longer on Schedule A of Eqt Partners Inc. (listed 2022-03-31, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Nowen Josefin Wirkkala (Board Member) appeared on Schedule A of Eqt Partners Inc.Mar 31, 2023 · Control person joined · fact
- O'Leary Suzanne Donohoe (Chief Commercial Officer) appeared on Schedule A of Eqt Partners Inc.Mar 31, 2023 · Control person joined · fact
- Eqt Partners Inc. reported RAUM $21.9B, up 81% from $12.1B (2021-03-29 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Maria Lena Almefelt (Member Of The Board Of Directors) no longer on Schedule A of Eqt Partners Inc. (listed 2021-03-29, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- Eqt Partners Inc. reported RAUM $12.1B, up 36% from $8.9B (2020-03-29 to 2021-03-29)Mar 29, 2021 · RAUM change · derived
- Nmn Kristiaan Nieuwenburg (Board Member) appeared on Schedule A of Eqt Partners Inc.Mar 29, 2021 · Control person joined · fact
- Morten Hummelmose (Chairman Of The Board) no longer on Schedule A of Eqt Partners Inc. (listed 2020-03-29, absent 2021-03-29)Mar 29, 2021 · Control person left · inference
- Eqt Partners Inc. reported RAUM $8.9B, up 49% from $6.0B (2019-04-30 to 2020-03-29)Mar 29, 2020 · RAUM change · derived
- Eqt Partners Inc. reported RAUM $5.9B, up 39% from $4.3B (2018-04-30 to 2019-03-27)Mar 27, 2019 · RAUM change · derived
- Eqt Partners Inc. reported RAUM $4.3B, up 47% from $2.9B (2018-03-30 to 2018-04-30)Apr 30, 2018 · RAUM change · derived
- Eqt Partners Inc. reported RAUM $2.9B, up 38% from $2.1B (2017-10-26 to 2018-03-30)Mar 30, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Principal office phone
- 917 281 0850reportedpublic record, Form ADV, Mar 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026