Equitable Investment Management Group LLC

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Assets, Funds, Holdings

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Equitable Investment Management Group LLC
CRD #156933
SEC #801-72220
CIK #0000033250, 0001965856, 0001536185, 0001635626
AUM $156.5 BB (2024-03-28)
Employees 63 (17% Investors, 24% Brokers)
Phone212-314-5051
Address1345 Avenue of The Americas
New York, NY 10105
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
190152114763802009201420192025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
IAU 0.1
MSFT 1,918.2 0.1
GOOGL 1,475.1 0.1
AAPL 2,382.8 0.0
HCA 52.0 0.0
GOOG 1,482.6 0.0
CCI 73.0 0.0
AMZN 1,093.0 0.0
OTIS 29.5 0.0
SPGI 113.1 0.0
View All
Holdings by Sector ($BB)
1209672482402013201720212025
AUM Breakdown Accounts AUM ($BB)
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 1 156.3
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 2 0.2
(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 113 156.5
By Discretionary
Discretionary 113 156.5
Non-Discretionary 0 0.0
Total 113 156.5
By Non-United States Persons
Non-United States Persons 0.2
United States Persons 156.3
Total 113 156.5
Limited Partners2011 - 2024
New York City Employees' Retirement System
Pennsylvania State Employees' Retirement System
State Board of Administration of Florida
State of Michigan Retirement System
Teachers' Retirement System of the City of New York
EDGAR Form CIK 2011 - 2024
13F-HR [0000033250]
13F-NT [0001536185]
10-K [0001635626]
10-Q [0001635626]
3 [0001635626]
4 [0001635626]
8-K [0001635626]
SC 13D [0001635626]
SC 13G [0001635626]
13F-NT [0001965856]
Form 13D/13G Filer Form 13D/13G Subject Filed
Equitable Financial Corp Equitable Financial Corp [2016-02-12]
Maltese Capital Management LLC Equitable Financial Corp [2016-02-09]
Elkhorn Partners Limited Partnership Equitable Financial Corp [2015-12-02]
Form 3/4/5 Subject 2011 - 2024
Equitable Financial Corp.
Westering William B
Wassinger Benedict P Jr
Gdowski Thomas E
Nodgaard Douglas J
Redman Douglas J
Rasmussen Jack E
Hedman Gary L
Dugan Vincent J
Fisher Levi D
View All
Comparable Firms State AUM ($BB)
Olive Street Investment Advisers LLC
MO 178.2
PFM Asset Management LLC
PA 176.9
Morgan Stanley Investment Management Limited
165.9
Northern Trust Global Investments Ltd
160.1
Sumitomo Mitsui DS Asset Management Company Limited
158.1
Macquarie Investment Management Global Limited
152.4
Nuveen Fund Advisors LLC
IL 150.4
Brighthouse Investment Advisers LLC
NC 137.6
PRIMECAP Management Co
CA 134.5
Hartford Funds Management Company LLC
PA 128.8
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