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Equitable Investment Management Group LLC
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CRD # | 156933 |
SEC # | 801-72220 |
CIK # | 0000033250, 0001965856, 0001536185, 0001635626 |
AUM | $156.5 BB (2024-03-28) |
Employees | 63 (17% Investors, 24% Brokers) |
Phone | 212-314-5051 |
Address | 1345 Avenue of The Americas New York, NY 10105 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($BB) |
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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 ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
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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 |
EDGAR Form | CIK | 2011 - 2024 |
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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] |
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Olive Street Investment Advisers LLC
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|
MO | 178.2 |
PFM Asset Management LLC
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|
PA | 176.9 |
Morgan Stanley Investment Management Limited
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165.9 | |
Northern Trust Global Investments Ltd
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160.1 | |
Sumitomo Mitsui DS Asset Management Company Limited
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158.1 | |
Macquarie Investment Management Global Limited
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152.4 | |
Nuveen Fund Advisors LLC
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IL | 150.4 |
Brighthouse Investment Advisers LLC
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NC | 137.6 |
PRIMECAP Management Co
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CA | 134.5 |
Hartford Funds Management Company LLC
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PA | 128.8 |