# EquityZen: portfolio, investments and team > EquityZen is a vc firm based in United States. 4 investments on record, latest Oct 2014. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/equityzen (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # EquityZen Filed with the SEC to raise a fund in Oct 2026, closing $0M. Last cheque observed Oct 2014. Quiet New fund $192K, Oct 2026 VC firm Seed Series A Growth Wealthtech Regtech Fin-tech Cheques on record **0%** of best year **0** **cheques in 12 months**, 4 on record Since the last cheque **4408** days **00** hrs **00** min **00** sec Rounds led **0 of 4** Sole investor **4 rounds** Pitch EquityZen ## EquityZen highlights - 01 4 rounds on record - 02 Mostly Secondary: 100% of its rounds - 03 Sole investor in 4 rounds, median undisclosed ## What they do > Filed 5 private fund offerings with the SEC, the most recent in 2024-05 From their own website - **Type:** VC firm (from a list, unverified) - **Cheque size:** Not stated - **Stages:** Seed Series A Growth Pre-IPO - **Sectors:** Wealthtech Regtech Fin-tech - **Based in:** New York, United States - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **4 appearances** - **2014** 4 rounds - **Oct** **[Palantir Technologies](https://millionrounds.com/company/palantir-technologies)** Secondary · US **Undisclosed** Sole investor - **Sept** **[Cloudera](https://millionrounds.com/company/cloudera)** Secondary · US **Undisclosed** Sole investor - **Aug** **[DocuSign](https://millionrounds.com/company/docusign)** Secondary · US **Undisclosed** Sole investor - **Jul** **[HotelTonight](https://millionrounds.com/company/hoteltonight)** Secondary · US **Undisclosed** Sole 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 registration **13 named** AO **Ade Ojo** Attorney-in-Fact i Filing they signed AD **Atish Davda** Manager Representatives i Filing they signed EB **Eric Bernstein** Principal i Filing they signed ER **Erin Rosenthal** Issuer's Attorney-in-Fact i Filing they signed JB **Jens Beyrich** Attorney-in-fact i Filing they signed MJ **Mateo Johnson** Issuer's Attorney-in-Fact i Filing they signed PH **Phil Haslet** Manager Representative i Filing they signed PH **Phil Haslett** Manager Representative i Filing they signed PS **Philip Securities Haslett** Manager Representatives i Filing they signed RT **Richard Thoms** Attorney-in-Fact i Filing they signed SB **Shiraram Bhashyam** Manager Representative i Filing they signed SB **Shriram Bhashyam** Executive Officer, Director i Filing they signed SB **Shriram Bhasyam** Manager Representative i Filing 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 **$57M** gross assets of its funds Oct 2026 **Exempt** reporting adviser venture or small private funds - **Legal name:** Equityzen Advisors LLC - **SEC number:** CRD 289299 New fund on file **$192K** raised in Oct 2026 From its SEC filing, not a journalist: a firm that has just raised has money to deploy. ## The cheque Seed Series A Growth Median round joined **-** the round, not its cheque Alone, median **-** Led 0 of 4 rounds **0%** - **Sole investor:** 4 rounds - **Last cheque:** Oct 2014 Rounds by stage said on their site - Secondary *4* - Seed said *-* - Series A said *-* - Growth said *-* - Pre-IPO said *-* **Pitching EquityZen?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## 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. ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=equityzen) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=equityzen)