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| Happy Holidays!! thanks for using AUM13F!! |
| Equitas Capital Advisors LLC
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| CRD # | 124471 |
| SEC # | 801-61979 |
| CIK # | |
| AUM | $201.4 M (2025-03-26) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 504-569-9600 |
| Address | 365 Canal Street New Orleans, LA 70130 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Equitas Evergreen Fund LP | 2013-07-31 | 45.0 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 0.0 |
| (b) Individuals (high net worth individuals) | 23 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 45 | 0.2 |
| By Discretionary | ||
| Discretionary | 40 | 0.1 |
| Non-Discretionary | 5 | 0.1 |
| Total | 45 | 0.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.2 | |
| Total | 45 | 0.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sky Alpha Asset Advisors LLC
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|
FL | 0.2 |
|
Bullseye Asset Management LLC
✚
|
CO | 0.2 |
|
Thompson Davis & Co Inc
✚
|
VA | 0.2 |
|
Nierenberg Investment Management Company Inc
✚
|
0.2 | |
|
Astra Wealth Partners LLC
✚
|
NJ | 0.2 |
|
Chesapeake Capital Corporation
✚
|
FL | 0.2 |
|
Syntax Research Inc
✚
|
FL | 0.2 |
|
Schultz Financial Group Incorporated
✚
|
NV | 0.2 |
|
Alethea Capital Management LLC
✚
|
0.2 | |
|
Global Value Investment Corporation
✚
|
WI | 0.2 |