Securing an equity stake in the fast-growing RIA market usually involves fierce competition among aggregators, private equity firms, banks and large financial service companies. A new contender, Aequitas Capital, is hoping to woo advisors with an unusual but potentially potent pitch: its expertise in alternative investments.
Aequitas bills itself as an "alternative investment management" firm specializing in private credit, private equity and merchant banking. Based in Lake Oswego, Oregon, the 21-year old firm has about $1 billion in assets and is best known for alternative products like private notes, a high-yielding fixed income fund and its private equity fund.
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