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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) |
|---|
| CIK | Period |
|---|---|
| 0000033250 0001965856 0001536185 0001635626 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| iShares Comex Gold Trust | 0.1 | ||
| Microsoft Corp | 1,918.2 | 0.1 | |
| Alphabet Inc | 1,475.1 | 0.1 | |
| Apple Inc | 2,382.8 | 0.0 | |
| HCA Holdings Inc | 52.0 | 0.0 | |
| Alphabet Inc | 1,482.6 | 0.0 | |
| Crown Castle International Corp | 73.0 | 0.0 | |
| Amazon Com Inc | 1,093.0 | 0.0 | |
| Otis Worldwide Corp | 29.5 | 0.0 | |
| McGraw-hill Companies Inc | 113.1 | 0.0 | |
| Public Storage | 54.7 | 0.0 | |
| Nvidia Corp | 399.6 | 0.0 | |
| Analog Devices Inc | 77.2 | 0.0 | |
| VISA Inc | 419.3 | 0.0 | |
| Mastercard Inc | 309.6 | 0.0 | |
| Perimeter Solutions Sa | 1.8 | 0.0 | |
| Fidelity National Information Services Inc | 57.6 | 0.0 | |
| Shopify Inc | 4,418.2 | 0.0 | |
| American Express Co | 107.1 | 0.0 | |
| Rockwell Automation Inc | 23.0 | 0.0 | |
| Gores Holdings II Inc | 2.5 | 0.0 | |
| Novo Nordisk A S | 245.3 | 0.0 | |
| Bank of America Corp /DE/ | 278.3 | 0.0 | |
| Salesforce Com Inc | 170.6 | 0.0 | |
| J P Morgan Chase & Co | 340.2 | 0.0 | |
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| 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 |
| 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] |
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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 |
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Morgan Stanley Investment Management Limited
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165.9 | |
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Northern Trust Global Investments Ltd
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160.1 | |
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Sumitomo Mitsui DS Asset Management Company Limited
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158.1 | |
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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 |
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Hartford Funds Management Company LLC
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PA | 128.8 |