Overview
Who we are. Equilibrium Capital Investment Management, LLC (“ECIM”) is an SEC-registered investment adviser
with its principal place of business in Portland, Oregon. (ECIM’s registration with the SEC does not imply any
particular level of skill or training by our firm or employees or that the SEC has endorsed our respective qualifications
to provide investment advisory services.)
ECIM has been in business since 2015 and our parent company, Equilibrium Capital Group, LLC, has been in business
since 2007. ECIM is wholly-owned by Equilibrium Capital Group, LLC. Equilibrium Capital Group, LLC and its affiliates
(collectively “Equilibrium”) provide a global asset management platform of sustainability-driven real assets and
resource management strategies. We are part of Equilibrium. Sustainability is at our core.
What services we offer. We offer advisory services solely to Equilibrium entities who need registered investment
advisor management services. Those entities are typically funds, and may also be companies, project pools, or
multi-strategy collections of such pools related to that platform (collectively, “our clients”). For our clients, we
perform in-depth due diligence regarding
investments, investment structures, prices, and purchases and sales in
client portfolios and provide strategic operating and financial advice.
How we tailor our services. Our advisory and other support services are supplied consistently with the investment
thesis, underwriting standards, investment objectives, and goals of our client.
Wrap Fee Accounts. We don’t provide wrap fee programs.
Assets we Manage. As of December 31, 2023, we advise a total of $1,180,749,835 in assets on a discretionary
basis. The decisions about what gets bought, and sold, are in all cases in the hands of our client-specific investment
committee, which is typically named in the client’s offering documents.
IMPORTANT ADDITIONAL CONSIDERATIONS: Our clients are the Equilibrium entities – not their investors. Investors
in Equilibrium entities, such as funds or project pools or companies, should look to the detailed information provided
in each Fund’s offering and organizational documents, and be aware of the substantial risks associated with
investment as well as the terms applicable to such investment. This and other detailed information are provided in
the appropriate Fund offering and organizational documents.