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Fund Manager

Equity Enhancement Partners

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EP
Equity Enhancement Partners

Fund Manager

Primary Strategy: Real Estate

Year Founded: 2023

Number of Employees: 9

Ownership: Privately Held

Year End: December

Description

At Equity Partners (EP), we are dedicated to empowering financial advisors through our comprehensive advisor business solutions. Our aim is to simplify operations, reduce costs, boost revenue, and elevate your valuation multiple. Our mission is to help advisors institutionalize their book of business, foster high net worth referrals, and offer proven strategies for accelerating AUM growth, in prep

Contact

Website: Link to website

LinkedIn: linkedin.com/company/equity-enhancement-partners

Address

5800 Meadows Road, Suite 230, Lake Oswego, Oregon, United States

Date

As of: September 30, 2025

Key Metrics

See data over time

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
By strategy
By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

Chart view

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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