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| Happy Holidays!! thanks for using AUM13F!! |
| Equitable Investment Management Group LLC
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| CRD # | 156933 |
| SEC # | 801-72220 |
| CIK # | 0001635626, 0001965856, 0001536185, 0000033250 |
| AUM | $162.6 B (2025-03-28) |
| Employees | 69 (16% Investors, 20% Brokers) |
| Phone | 212-314-5051 |
| Address | 1345 Avenue of The Americas New York, NY 10105 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001635626 0001965856 0001536185 0000033250 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| iShares Comex Gold Trust | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| HCA Holdings Inc | 0.1 | ||
| Alphabet Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Shopify Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Perimeter Solutions Sa | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| VISA Inc | 0.0 | ||
| Dollar General Corp | 0.0 | ||
| Crown Castle International Corp | 0.0 | ||
| Sea Ltd | 0.0 | ||
| Oracle Corp | 0.0 | ||
| Analog Devices Inc | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| Laboratory Corp of America Holdings | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Facebook Inc | 0.0 | ||
| American Express Co | 0.0 | ||
| Fidelity National Information Services Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 | 162.3 |
| (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 | 162.6 |
| By Discretionary | ||
| Discretionary | 113 | 162.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 113 | 162.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 162.3 | |
| Total | 113 | 162.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 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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|---|---|---|
|
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|
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|
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|
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✚
|
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✚
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