Investment adviser · CRD 309297

EQUITYBEE ADVISORS, LLC

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

PALO ALTO, CA, United States · Form ADV filed Apr 1, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

50+ Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

Browse the first 49 funds across 7 pages.

EQUITYBEE 11 2021 54000, A SERIES OF EQUITYBEE MASTER LLCPrivate Equity Fund · Last reported Apr 1, 2026$324KGross asset value

Form D fundraising filings

EquityBee 10 2021 66042, a Series of EquityBee Master, LLC

Fund administrator EQUITYBEE FUND MANAGEMENT LLC OGDEN, Utah, United States Investor statements: No (provided to no investors) Related to adviser: Yes
Marketer EQUITYBEE SECURITIES, LLC PALO ALTO, California, United States Related to adviser: Yes
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
Yes

EQUITYBEE SECURITIES, LLC
CRD 41896 · SEC 8-49621

Fund details & source
Fund ID
805-4970972653
Reported beneficial owners
1
Minimum commitment
$10K
Form D file number
021-461927

Form ADV 2078451 · Apr 1, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EQUITYBEE 07 2021 75994, A SERIES OF EQUITYBEE MASTER, LLCPrivate Equity Fund · Last reported Apr 1, 2026$322KGross asset value

Form D fundraising filings

EquityBee 07 2021 75994, a Series of EquityBee Master, LLC

Fund administrator EQUITYBEE FUND MANAGEMENT LLC OGDEN, Utah, United States Investor statements: No (provided to no investors) Related to adviser: Yes
Marketer EQUITYBEE SECURITIES, LLC PALO ALTO, California, United States Related to adviser: Yes
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
Yes

EQUITYBEE SECURITIES, LLC
CRD 41896 · SEC 8-49621

Fund details & source
Fund ID
805-5320859539
Reported beneficial owners
36
Minimum commitment
$10K
Form D file number
021-415615

Form ADV 2078451 · Apr 1, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EQUITYBEE 22-94711, A SERIES OF EQUITYBEE CFUND MASTER LLCPrivate Equity Fund · Last reported Apr 1, 2026$300KGross asset value

Form D fundraising filings

Equitybee 22-94711, a Series of Equitybee cFund Master LLC

Fund administrator EQUITYBEE FUND MANAGEMENT LLC OGDEN, Utah, United States Investor statements: No (provided to no investors) Related to adviser: Yes
Marketer EQUITYBEE SECURITIES, LLC PALO ALTO, California, United States Related to adviser: Yes
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
Yes

EQUITYBEE SECURITIES, LLC
CRD 41896 · SEC 8-49621

Fund details & source
Fund ID
805-9606622937
Reported beneficial owners
17
Minimum commitment
$10K
Form D file number
021-515599

Form ADV 2078451 · Apr 1, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EQUITYBEE 22-36657, A SERIES OF EQUITYBEE CFUND MASTER LLCPrivate Equity Fund · Last reported Apr 1, 2026$272KGross asset value

Form D fundraising filings

Equitybee 22-36657, a Series of Equitybee cFund Master LLC

Fund administrator EQUITYBEE FUND MANAGEMENT LLC OGDEN, Utah, United States Investor statements: No (provided to no investors) Related to adviser: Yes
Marketer EQUITYBEE SECURITIES, LLC PALO ALTO, California, United States Related to adviser: Yes
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
Yes

EQUITYBEE SECURITIES, LLC
CRD 41896 · SEC 8-49621

Fund details & source
Fund ID
805-8182471226
Reported beneficial owners
26
Minimum commitment
$10K
Form D file number
021-465893

Form ADV 2078451 · Apr 1, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EQUITYBEE 22-53443, A SERIES OF EQUITYBEE CFUND MASTER LLCPrivate Equity Fund · Last reported Apr 1, 2026$272KGross asset value

Form D fundraising filings

Equitybee 22-53443, a Series of Equitybee cFund Master LLC

Fund administrator EQUITYBEE FUND MANAGEMENT LLC OGDEN, Utah, United States Investor statements: No (provided to no investors) Related to adviser: Yes
Marketer EQUITYBEE SECURITIES, LLC PALO ALTO, California, United States Related to adviser: Yes
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
Yes

EQUITYBEE SECURITIES, LLC
CRD 41896 · SEC 8-49621

Fund details & source
Fund ID
805-1166510680
Reported beneficial owners
19
Minimum commitment
$10K
Form D file number
021-547546

Form ADV 2078451 · Apr 1, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EQUITYBEE 02 2020 0906, A SERIES OF EQUITYBEE MASTER LLCPrivate Equity Fund · Last reported Apr 1, 2026$260KGross asset value

Form D fundraising filings

EquityBee 02 2020 0906, a series of EquityBee Master LLC

Fund administrator EQUITYBEE FUND MANAGEMENT LLC OGDEN, Utah, United States Investor statements: No (provided to no investors) Related to adviser: Yes
Marketer EQUITYBEE SECURITIES, LLC PALO ALTO, California, United States Related to adviser: Yes
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
Yes

EQUITYBEE SECURITIES, LLC
CRD 41896 · SEC 8-49621

Fund details & source
Fund ID
805-7704895582
Reported beneficial owners
12
Minimum commitment
$10K
Form D file number
021-424551

Form ADV 2078451 · Apr 1, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EQUITYBEE 04 2021 97026, A SERIES OF EQUITYBEE MASTER, LLCPrivate Equity Fund · Last reported Apr 1, 2026$258KGross asset value

Form D fundraising filings

EquityBee 04 2021 97026, a series of EquityBee Master, LLC

Fund administrator EQUITYBEE FUND MANAGEMENT LLC OGDEN, Utah, United States Investor statements: No (provided to no investors) Related to adviser: Yes
Marketer EQUITYBEE SECURITIES, LLC PALO ALTO, California, United States Related to adviser: Yes
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
Yes

EQUITYBEE SECURITIES, LLC
CRD 41896 · SEC 8-49621

Fund details & source
Fund ID
805-2133654214
Reported beneficial owners
5
Minimum commitment
$10K
Form D file number
021-408835

Form ADV 2078451 · Apr 1, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Apr 1, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

955 ALMA STREET, SUITE B
PALO ALTO, CA, 94301, United States

CRD 309297

Filing source

Form ADV 2078451 · Apr 1, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.