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Eqyty Research And Management, Ltd. (Roadtown)


Eqyty Research And Management, Ltd. is an adviser based in Roadtown. It manages $1.7 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2004.

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Eqyty Research And Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Eqyty Research And Management: assets under management

The assets under management (AUM) of Eqyty Research And Management, Ltd. is $1.7 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -91% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.7 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Eqyty Research And Management, Ltd. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Roadtown

The principal office where Eqyty Research And Management, Ltd. performs its advisory services is located at Arawak Chambers/Sea Meadow House/, Roadtown, The mailing address of the firm is 27 Beaver Place, Boston, MA 02108 3303. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 284-494-3384. The normal business hours are 10 am - 4 pm est on Monday - Friday. You can find more information about the New York firm at www.eqyty.com.


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