9AT: EQUUS CAPITAL PARTNERS, LTD.

other names

EQUUS CAPITAL PARTNERS, LTD.
BPG PROPERTIES, LTD.

Adviser Profile

As of Date	03/28/2025
ADV Location	NEWTOWN SQUARE, PA, United States
Adviser Type - Large advisory firm
Number of Employees	131 36%
of those in investment advisory functions	41 3%
Registration	SEC, Approved, 08/23/2011

AUM^*	1,768,235,319
of that, discretionary	1,604,462,319 -12%
Private Fund GAV^*	1,768,235,319 0%
Avg Account Size	196,470,591 7%
SMA’s	No
Private Funds	9
Contact Info	610 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Fund Type	Count	GAV
Fund TypeReal Estate Fund	Count9	GAV$1,768,235,319

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser UNISON INVESTMENT MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund1.7b	Securitized Asset Fund-	Venture Capital Fund-	Other Fund100.0m	Total Private Fund GAV1.8b	AUM1.7b	#Funds5
Adviser AEGON REAL ASSETS US	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund53.7m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV53.7m	AUM512.9m	#Funds3
Adviser MARBLE CAPITAL LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund29.1m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV29.1m	AUM2.8b	#Funds2
Adviser WHITMAN/PETERSON, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund2.0b	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.0b	AUM2.0b	#Funds8
Adviser EVERSOURCE WEALTH ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund7.6m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV7.6m	AUM4.0b	#Funds1
Adviser DLJ REAL ESTATE CAPITAL PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund853.0m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV853.0m	AUM853.0m	#Funds17
Adviser BLACKROCK REALTY ADVISORS INC	Hedge Fund57.5m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund47.6m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV105.1m	AUM1.6b	#Funds5
Adviser RESMARK EQUITY PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund2.0b	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.0b	AUM2.0b	#Funds16
Adviser ZIONS CAPITAL ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.5b	#Funds-
Adviser BULLTICK WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund17.8m	Real Estate Fund34.3m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV52.2m	AUM1.7b	#Funds9

Brochure Summary

Overview

A. Equus Capital Partners, Ltd. (“Equus” or the “Firm”) is a privately held real estate investment management firm with strong operational and development expertise. The Firm’s business commenced in 1980 (including predecessor entities). The current portfolio overseen by Equus is composed of commercial properties and apartment units throughout the U.S. Equus is managed and directed by its President and CEO, Daniel M. DiLella, along with a senior management team of 15 real estate professionals. These 16 individuals have spent the majority of their careers in the real estate industry and collectively have spent over 350 years with Equus-affiliated entities in acquisition, development, dispositions, financing, leasing and management. The Firm totals approximately 100 employees that include a highly qualified, experienced team of approximately 95 professionals with real estate, capital markets, finance, asset management, legal and accounting backgrounds. Since 1993, Equus has formed and/or operated fourteen investment funds and four co- investment funds. Equus is a limited partnership, the general partner of which is Equus GP, LLC, a limited liability company owned by eleven members of the senior management team of Equus (“Equus Management”). The sole limited partner of Equus is Management Equity Investors, L.P., a limited partnership owned by Equus Management. B. Advisory

services offered. Equus provides investment management services exclusively to clients that are privately offered pooled investment vehicles (each a “Fund” or “Client” and, collectively, the “Funds” or “Clients”). Each Fund is either: (i) a traditional large pooled investment fund with unspecified real estate investments to be selected by the Fund’s general partner with the assistance of Equus, or (ii) a pool of capital for specified real estate investments. Each Fund is available for investment only via a “private offering,” and is intended only for investment by “accredited investors,” as those terms are defined under the Securities Act of 1933, as amended. Each Fund’s investment objective includes providing a certain level of returns net of fees and expenses as described in detail in the Fund’s offering documents. In pursuit of each Fund’s investment objective, Equus utilizes a value-added, direct operating approach to real estate investment. Equus’ advice is generally limited to real estate investments. C. Tailoring to individual needs. Though Equus utilizes a similar strategy for all of the Funds, it tailors advisory services to the specific needs of the Funds to the extent that certain securities cannot be held by certain Funds for legal or tax purposes. D. Assets under management. Equus managed approximately $1.784 billion of assets on a discretionary basis1 as of December 31, 2023.

EQUUS CAPITAL PARTNERS, LTD.

Adviser Profile

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