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⚲
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| Equitable Investment Management Group LLC
✚
| |
|---|---|
| CRD # | 156933 |
| SEC # | 801-72220 |
| CIK # | 0001635626, 0001536185, 0000033250, 0001965856 |
| 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) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 156.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 113 | 156.5 |
| By Discretionary | ||
| Discretionary | 113 | 156.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 113 | 156.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 156.3 | |
| Total | 113 | 156.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000033250] | |
| 13F-NT | [0001536185] | |
| 10-K | [0001635626] | |
| 10-Q | [0001635626] | |
| 3 | [0001635626] | |
| 4 | [0001635626] | |
| 8-K | [0001635626] | |
| SC 13D | [0001635626] | |
| SC 13G | [0001635626] | |
| 13F-NT | [0001965856] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Olive Street Investment Advisers LLC
✚
|
MO | 178.2 |
|
PFM Asset Management LLC
✚
|
PA | 176.9 |
|
Morgan Stanley Investment Management Limited
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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
✚
|
IL | 150.4 |
|
Brighthouse Investment Advisers LLC
✚
|
NC | 137.6 |
|
PRIMECAP Management Co
✚
|
CA | 134.5 |
|
Hartford Funds Management Company LLC
✚
|
PA | 128.8 |