|
⚲
|
| Keyboard |
| Equality Asset Management LP
✚
|
|
|---|---|
| CRD # | 300710 |
| SEC # | 801-117606 |
| CIK # | |
| AUM | 1.0 B (2026-03-31) |
| Employees | 10 (90% Investors, 0% Brokers) |
| Phone | 617-420-1770 |
| Address | 888 Boylston Street Boston, MA 02199 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | EAM Investment Partners II LLC | 2026-03-31 | 74.9 M | |
| PE | EAM Private Equity Partners II F&F LP | [2026-03-31] | 23.1 M | |
| PE | EAM Private Equity Partners II LP | [2026-03-31] | 355.7 M | |
| PE | EAM Private Equity Partners Parallel Fund II-A LP | [2026-03-31] | 189.2 M | |
| PE | Equality Private Equity Partners Parallel Fund 1-A LP | 2022-03-29 | 24.5 M | |
| PE | EAM Investment Partners LLC | 2021-10-05 | 86.8 M | |
| PE | Equality Private Equity Partners I F&F LP | [2020-01-29] | 38.1 M | |
| PE | Equality Private Equity Partners I LP | [2020-01-29] | 241.2 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 8 | 1,033.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8 | 1,033.5 |
| By Discretionary | ||
| Discretionary | 8 | 1,033.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8 | 1,033.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,033.5 | |
| Total | 8 | 1,033.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Thomas Roberts | 84 | 6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
| Comparable Firms | State | AUM |
|---|---|---|
|
Weatherford Capital Management LLC
✚
|
FL | 1.0 B |
|
Round Hill Music LP
✚
|
TN | 1.0 B |
|
Clearhaven Partners LP
✚
|
MA | 1.0 B |
|
Peninsula Capital Partners LLC
✚
|
MI | 1.0 B |
|
Ten Coves Capital LP
✚
|
CT | 1.0 B |
|
Thayer Street Partners Management LLC
✚
|
NY | 1.0 B |
|
Saw Mill Capital LLC
✚
|
NY | 1.0 B |
|
Huron Capital Partners LLC
✚
|
MI | 1.0 B |
|
Centricus Investment Advisors US LLC
✚
|
CA | 1.0 B |
|
NorthStar Company LLC
✚
|
MN | 1.0 B |