Equus Total Return (EQS) Accumulated Expenses (2021 - 2025)
Equus Total Return posted quarterly Accumulated Expenses of $2.7 million for Q4 2025, up 80.0% year-on-year from $1.5 million in Q4 2024, and up 67400.0% on a QoQ basis from $4000.0 in Q3 2025.
Equus Total Return (EQS) has 5 years of Accumulated Expenses data on file, last reported at $2.7 million in Q4 2025.
- For the quarter ending Q4 2025, Accumulated Expenses rose 80.0% year-over-year to $2.7 million; the trailing twelve-month figure through Dec 2025 stood at $2.7 million (up 80.0% YoY), and the FY2025 full-year result was $2.7 million, up 80.0% from the prior year.
- Accumulated Expenses for Q4 2025 stood at $2.7 million, up from $4000.0 in the prior quarter.
- Across five years, Accumulated Expenses topped out at $2.7 million in Q4 2025 and bottomed at $1000.0 in Q3 2024.
- The 5-year median for Accumulated Expenses is $13000.0 (2025), against an average of $369529.4.
- The widest annual swing landed in 2023, when Accumulated Expenses tumbled 99.34%; it then jumped 5072.41% in 2024.
- A 5-year view of Accumulated Expenses shows it stood at $792000.0 in 2021, then tumbled by 59.47% to $321000.0 in 2022, then sank by 90.97% to $29000.0 in 2023, then surged by 5072.41% to $1.5 million in 2024, then jumped by 80.0% to $2.7 million in 2025.
- The last three Accumulated Expenses figures came in at $2.7 million (Q4 2025), $4000.0 (Q3 2025), and $3000.0 (Q2 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - |
| 10 | Equus Total Return | 20.28 Mn | 9.68 Mn | 244,000.00 |
Historic Data
Download Data| Date | Value |
|---|---|
| Dec 31, 2025 | 2.70 Mn |
| Sep 30, 2025 | 4,000.00 |
| Jun 30, 2025 | 3,000.00 |
| Mar 31, 2025 | 13,000.00 |
| Dec 31, 2024 | 1.50 Mn |
| Sep 30, 2024 | 1,000.00 |
| Jun 30, 2024 | 2,000.00 |
| Mar 31, 2024 | 2,000.00 |
| Dec 31, 2023 | 29,000.00 |
| Sep 30, 2023 | 2,000.00 |
| Jun 30, 2023 | 3,000.00 |
| Mar 31, 2023 | 3,000.00 |
| Dec 31, 2022 | 321,000.00 |
| Sep 30, 2022 | 303,000.00 |
| Jun 30, 2022 | 301,000.00 |
| Mar 31, 2022 | 303,000.00 |
| Dec 31, 2021 | 792,000.00 |