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| Happy Holidays!! thanks for using AUM13F!! |
| Equality Asset Management LP
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|---|---|
| CRD # | 300710 |
| SEC # | 801-117606 |
| CIK # | |
| AUM | $519.4 M (2025-03-30) |
| Employees | 10 (90% Investors, 0% Brokers) |
| Phone | 617-420-1770 |
| Address | 888 Boylston Street Boston, MA 02199 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Equality Private Equity Partners Parallel Fund 1-A LP | 2022-03-29 | 31.4 | |
| PE | EAM Investment Partners LLC | 2021-10-05 | 123.9 | |
| PE | Equality Private Equity Partners I F&F LP | [2020-01-29] | 11.7 | 49.9 |
| PE | Equality Private Equity Partners I LP | [2020-01-29] | 122.2 | 314.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 519.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 519.4 |
| By Discretionary | ||
| Discretionary | 4 | 519.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 519.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 519.4 | |
| Total | 4 | 519.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Thomas Roberts | 83 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rizvi Traverse Management LLC
✚
|
FL | 0.5 |
|
Northrim Adviser LLC
✚
|
AZ | 0.5 |
|
Owner Resource Group LLC
✚
|
TX | 0.5 |
|
CM Investment Partners LLC
✚
|
NY | 0.5 |
|
PACT Capital LLC
✚
|
NY | 0.5 |
|
One Bow River Advisers LLC
✚
|
CO | 0.5 |
|
ROG VI LLC
✚
|
TX | 0.5 |
|
OFF Road Capital Management LLC
✚
|
NY | 0.5 |
|
Meaningful Partners LLC
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|
CA | 0.5 |
|
Wave Equity Partners LLC
✚
|
MA | 0.5 |