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Equitable Investment Management, LLC

● SEC registered since 2022CRD 322513SEC# 801-126365New York, NY
Export (members)
Reg. AUM
$1.49B
Employees
69
Accounts
16
Location
New York, NY

Equitable Investment Management, LLC assets under management

Equitable Investment Management, LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2022. It reports $1.5 billion in regulatory assets under management and employs 69 people.

Equitable Investment Management, LLC owners & executives

8 reported
NameTitleOwnershipSince
Brian E (mi Only) Walsh ControlDirector And Senior Vice PresidentUnder 5%2022
Equitable Financial Services, LLC ControlMemberOver 75%2022
Jessica Lynn Baehr ControlPresident And Chief Operating OfficerUnder 5%2024
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Frequently asked questions

How much does Equitable Investment Management, LLC manage?

Equitable Investment Management, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.

How many employees does Equitable Investment Management, LLC have?

Equitable Investment Management, LLC reports 69 employees.

Where is Equitable Investment Management, LLC located?

Equitable Investment Management, LLC is based in New York, NY and has been SEC-registered since 2022.

Does Equitable Investment Management, LLC disclose fund performance?

Equitable Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1345 Avenue of the Americas, New York, NY 10105
Phone212-314-5051
Fax646-557-1362
Office hours9:00 a.m. To 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.49B
Non-discretionary$0
Total (RAUM)$1.49B