Aequitas Capital funds Gladstone Analytics

Aequitas Capital has made an undisclosed investment in Gladstone Analytics. Headquartered in Conshohocken, Pennsylvania, Gladstone Analytics is a business intelligence platform provider for financial advisors.

Hickory Growth Partners debuts

Memphis-based Hickory Growth Partners, a financial services company that serves mostly high-net worth customers and institutions in the South and South Central U.S., has launched. Aequitas Capital, Gavion LLC and HighTower will serve as advisors.


Aequitas Capital hires four and promotes one

Aequitas Capital Partners has expanded its team by hiring four new regional directors. Joining the firm are Todd Nelson as southeast regional director; James Kenney as northwest regional director; Whit Whitehouse as southwest regional director; and Bill Hennessey as northeast regional director. Also, the company has promoted Tammy Wood to vice president of sales.


Aequitas Capital beefs up executive team with an addition

Financial services firm Aequitas Capital has named Brian Rice as executive vice president and partner. He has also been appointed president of Aequitas’ wealth management division. Prior to joining Aequitas, Rice worked at KeyBank, where he served as the regional president for Oregon, Washington and Alaska.


Aequitas Capital hires Goldman special situations executive

Aequitas Capital has hired former Goldman Sachs executive Thomas Goila as senior managing director of private credit and private equity. Goila was most recently with Goldman, where he worked for the past nine years in the special situations group as a senior investment professional in the specialty lending group.


Aequitas Capital buys Maple Bay Asset Management

Aequitas Capital said Friday that it has acquired Maple Bay Asset Management. No financial terms were disclosed. Based in Portland, Oregon, Maple Bay is an asset management firm that specializes in consumer and small business loans.


Aequitas Capital announces new hire

Portland, Oregon-based alternative investment firm Aequitas Capital has named Keith E. Gregg as president of Aequitas Capital Partners, the firm’s new investment and advisor operating unit. Previously, Gregg worked at Innovation Equity Partners where he served as founder and CEO.

Aequitas Capital Expands Corporate Headquarters

Credit-focused investment management firm Aequitas Capital has reached a milestone of 100 employees. The company has expanded its staff by 30 percent in both 2011 and 2012. To accommodate staff and business growth, the company is taking another 5,000 square feet at its headquarters at 5300 Meadows Road on Kruse Way in Lake Oswego, where it now occupies the entire fourth floor.

Aequitas Capital Adds Wease, Zeck

Jonathan Wease has joined Aequitas Capital Management as VP of portfolio management. Brian Zeck was also named an MD in the firm’s asset management business unit. PRESS RELEASE Aequitas Capital Management announces the addition of two executives at its Portland headquarters, further strengthening the investment management firm’s capabilities as it expands its asset-backed securities portfolio. […]

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