United States · Investor

EquityZen

Filed with the SEC to raise a fund in Oct 2026, closing $0M. Last cheque observed Oct 2014.

QuietNew fund $192K, Oct 2026VC firm

SeedSeries AGrowthWealthtechRegtechFin-tech

Cheques on record
0%of best year0cheques in 12 months, 4 on record
Since the last cheque4408days00hrs00min00sec
Rounds led0 of 4Sole investor4 rounds
Pitch EquityZen

EquityZen highlights

  1. 01

    4 rounds on record

  2. 02

    Mostly Secondary: 100% of its rounds

  3. 03

    Sole investor in 4 rounds, median undisclosed

What they do

Filed 5 private fund offerings with the SEC, the most recent in 2024-05From their own website
Type
VC firm (from a list, unverified)
Cheque size
Not stated
Stages
SeedSeries AGrowthPre-IPO
Sectors
WealthtechRegtechFin-tech
Based in
New York, United States
Cold pitches
Not stated

The record

Every round we can evidence, newest first4 appearances

  1. 2014

    4 rounds

  2. Oct
    Palantir TechnologiesSecondary · USUndisclosedSole investor
  3. Sept
    ClouderaSecondary · USUndisclosedSole investor
  4. Aug
    DocuSignSecondary · USUndisclosedSole investor
  5. Jul
    HotelTonightSecondary · USUndisclosedSole investor

An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.

The team

Named by the firm itself, on a filing, its Form ADV or its company registration13 named

AOAde OjoAttorney-in-FactiFiling they signed
ADAtish DavdaManager RepresentativesiFiling they signed
EBEric BernsteinPrincipaliFiling they signed
ERErin RosenthalIssuer's Attorney-in-FactiFiling they signed
JBJens BeyrichAttorney-in-factiFiling they signed
MJMateo JohnsonIssuer's Attorney-in-FactiFiling they signed
PHPhil HasletManager RepresentativeiFiling they signed
PHPhil HaslettManager RepresentativeiFiling they signed
PSPhilip Securities HaslettManager RepresentativesiFiling they signed
RTRichard ThomsAttorney-in-FactiFiling they signed
SBShiraram BhashyamManager RepresentativeiFiling they signed
SBShriram BhashyamExecutive Officer, DirectoriFiling they signed
SBShriram BhasyamManager RepresentativeiFiling they signed

We also hold 16 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

What the register says

From the firm's own filings with the SEC, which it must file accurately by law

$57Mgross assets of its fundsOct 2026
Exemptreporting adviserventure or small private funds
Legal name
Equityzen Advisors LLC
SEC number
CRD 289299

Quick answers about EquityZen

What does EquityZen invest in?

EquityZen invests most often at Secondary (100% of the rounds on record), in sectors such as Wealthtech, Regtech and Fin-tech.

How active is EquityZen?

4 investments on record, 0 of them in the last 12 months. The most recent was in Oct 2014.

Is EquityZen investing now?

No investments in the last 12 months; the latest was in Oct 2014.

What kind of investor is EquityZen?

EquityZen is a VC firm based in New York, United States.

How much does EquityZen manage?

About $57M, as gross assets of its private funds (Oct 2026).

Has EquityZen raised a new fund?

Its latest fund filing with the SEC was in Oct 2026, reporting $192K raised.

When was EquityZen founded?

EquityZen was founded in 2013.

Where does this information on EquityZen come from?

From public registers and its own website, checked and rebuilt every night.

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Built from the rounds we watched, its filings and its own website, refreshed every night. How we count · Report a correction · Is this your firm? Claim it