Private fund adviser · New York, NY
EQT Partners Inc.
SEC-registered investment adviser · CRD 160179 · SEC 801-73187
At a glance
EQT Partners Inc. is an SEC-registered investment adviser based in New York, New York, with $39.2 billion in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 200th of 4,686 private fund advisers and 528th of 17,210 SEC-registered advisers by assets.
Main office 917-281-0850As filed on Form ADV
- Regulatory AUM
- $39B
- Rank among private fund advisers
- #200 of 4,686
- Rank among all SEC RIAs
- #528 of 17,210
- Rank in New York
- #134 of 2,591
- Clients
- 49
- Accounts
- 49
- Discretionary
- 2% of AUM
- Employees
- 192
- Advisory staff
- 97
- Offices
- 3
Owners and executives on its Form ADV
- Barry E. BreenChief Compliance Officer
- Alexander N. DardenPresident, Chairman, and Board Member
- Karl E. GunnarssonBoard Member
- Josefin N. WirkkalaBoard Member
- Sofia S HasniDirector
Custody and brokerage
Custodian
EQT Partners Inc.’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
EQT Partners Inc. is a hybrid RIA: 39 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: EQT Partners BD, LLC.
- EQT Partners BD, LLC ↗CRD 322826
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 46 | $38B | 98% |
| Corporations or other businesses | 1 | $611M | 2% |
| State or municipal government entities | 1 | $200M | <1% |
| Other investment advisers | 1 | $0M | 0% |
Disciplinary disclosures
EQT Partners Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on EQT Partners Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 444 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does EQT Partners Inc. manage?
EQT Partners Inc. reports $39.2 billion in regulatory assets under management across 49 accounts, 2% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
What kind of firm is EQT Partners Inc.?
EQT Partners Inc. is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are EQT Partners Inc.’s clients?
By assets, its largest client types are pooled investment vehicles ($38.4 billion, 46 clients); corporations or other businesses ($611 million, 1 clients); state or municipal government entities ($200 million, 1 clients).
Does EQT Partners Inc. have any disciplinary history?
EQT Partners Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is EQT Partners Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →