Eqa Partners, LP (Stamford)

Name: Eqa Partners, LP
Address: 350 Bedford Street, Stamford, CT, 06901
Telephone: 203-276-3800

Eqa Partners, LP is an adviser based in Stamford. It manages $50.01 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Connecticut.

Eqa Partners provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Eqa Partners: assets under management

The assets under management (AUM) of Eqa Partners, LP is $50.01 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $50.01 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Eqa Partners, LP for their services and products based on a percentage of assets under management and performance-based fees. 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.

Careers at Eqa Partners, LP

Andrew Michael Alper has been acting as President since 1 Nov 2006. Richard Kain Breslow has served as the Chief Investment Officer since 1 Nov 2006. Randall Scott Kroszner joined the executive team most recently as the Chief Economist.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Andrew Michael Alper	Chairman	1 Nov 2006	25% - 50%	1029765
Richard Kain Breslow	Chief investment officer	1 Nov 2006	25% - 50%	1031894
Bluford Hugh Putnam	President; chief compliance officer	1 Nov 2006	25% - 50%	1367679
Bluford Hugh Putnam	Senior director of research	1 Feb 2010	25% - 50%	1367679
Philip David Zecher	Chief risk officer; chief compliance officer	1 Feb 2010	Other	2012794
Neda Clark	Chief compliance officer	1 Apr 2011	Other	5930946
Randall Scott Kroszner	Chief economist	1 May 2012	Other	6078988

Based in Stamford

The principal office where Eqa Partners, LP performs its advisory services is located at 350 Bedford Street, Stamford, CT 06901, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-276-3800 or by fax 203-276-3801. The normal business hours are 9 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.eqapartners.com.