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EQUITAS CAPITAL ADVISORS,LLC
NEW ORLEANS, LA
504-569-9600
SEC #801-61979Total AUM
$214.2M
Employees
6Clients
46Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
365 CANAL STREET
SUITE 3050
NEW ORLEANS
LA 70130
United States
SUITE 3050
NEW ORLEANS
LA 70130
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
504-569-9600
Financials
Total AUM
$214.2M
Accounts
46Discretionary
$98.1M
Accounts
31Non-Discretionary
$116.1M
Accounts
15
Clients
Individual Clients
13AUM
$9.5M
HNW Individual Clients
24AUM
$68.9M
Pooled Vehicle Clients
1AUM
$6.8M
Charitable Organization Clients
8AUM
$129.1M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
WRAP FEE PROGRAM
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
LATX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.