IV
Itay N. Vinik
EQUILIBRIUM VENTURES
NEW YORK, NY 10011
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CRD#: 5899585
IV
Professional summary
Itay Nmn Vinik, who also goes by Itay VInik, is a registered financial advisor currently at EQUILIBRIUM VENTURES, LLC located in New York, New York.
Itay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Itay has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Itay Vinik
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Mr. Vinik, Managing Member of our firm, in his personal capacity, holds the Texas real estate license and manages multi-family properties in properties in several locations in Texas through holding companies. Mr. Vinik dedicates approximately 20 hours a week, 10 of which outside of U.S. trading hours, to effectuating real estate transactions and managing multi-family properties. From time to time, Mr. Vinik refers our firm's clients to his real estate businesses. Clients are under no obligation to use those services. Any real estate-related services provided by Mr. Vinik are separate and distinct from services provided by our firm. Any compensation paid for Mr. Vinik's real estate-related services is paid directly to him or his holding companies, and our firm does not receive any portion of this compensation.
The following real estate holding entities are affiliated with Mr. Vinik through common control and ownership:
1.402 Mary Street, LLC.
2.502 Mary Street, LLC.
3.403 N 12 Street, LLC.
4.1302 Harris Holdings, LLC.
5.614 Stringer, LLC.
6.Harris Manager LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Itay Nmn Vinik's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 2, 2020 - Present
EQUILIBRIUM VENTURES, LLC
Office #1: 80 Eighth Ave 5th Floor, New York, NY 10011RIA
CRD#: 309164
NEW YORK, NY
Past
June 28, 2013 - May 12, 2020
UNITED GLOBAL ADVISORS, LLC
RIA
CRD#: 167809
BEVERLY HILLS, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EV
EQUILIBRIUM VENTURES, LLC
EQUI | TOWARDS EQUILIBRIUM | EQUILIBRIUM VENTURES, LLC
CRD#: 309164 / SEC#: 801-128525
RIA
Registered Investment Advisory firm - (9/29/2023 Approved)Texas
Registered Investment Advisory firm - (6/2/2020 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(6/2/2020)
Current Firm
EV
EQUILIBRIUM VENTURES, LLC
EQUI | TOWARDS EQUILIBRIUM | EQUILIBRIUM VENTURES, LLC
CRD#: 309164 / SEC#: 801-128525
RIA
Registered Investment Advisory firm - (9/29/2023 Approved)Texas
Registered Investment Advisory firm - (6/2/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
80 Eighth Ave 5th Floor, New York, NY 10011
Mailing Address
Phone number
(917) 352-3902
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6 |
| AUM (Assets Under Management) | $ 137,313,566 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
