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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-27-2019
- Office Locations
- 1
Office Locations
About Equinum, LLC
Equinum, LLC is a Brooklyn-based, fee-only RIA providing goal-based wealth management and custom wealth plans for individuals, organized groups (corporations and nonprofits), and family offices. Portfolios emphasize long-term discipline and a deliberate mix of active and passive strategies, alongside coordination with tax professionals and succession planning. No commissions or proprietary products; custody options include Schwab and Vanguard.
Reported data analysis
What the numbers show
Between April 29, 2025 and April 14, 2026, reported AUM increased 42.7%, from $396.7M to $566.0M.
Across 5 reported observations, AUM increased 67.5% between April 27, 2022 and April 14, 2026, from $338.0M to $566.0M.
Of the latest reported AUM, 95.7% is discretionary and 4.3% is non-discretionary.
The firm reports 5 advisory representatives and 214 clients, or 42.8 clients per representative. That equates to $2.6M in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on April 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Equinum, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JACOB Y. HALBERSTAM
Chief Compliance Officer, Director
- CRD
- #7123901
- Ownership
- Less than 5%
ARON PINSON
Chief Investment Officer, FOUNDER
- CRD
- #4730525
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Menachem Mendel Lerman
Financial Analyst
- CRD
- #7415740
SHELDON LEWIS STEUER
Director
- CRD
- #1809557
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $541,488,327 | $1,116,471 |
| Non-Discretionary | $24,537,851 | $1,887,527 |
| Total | $566,026,178 | $1,136,599 |
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Separately Managed Accounts
SMA allocation detail is available
Equinum, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.