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Building 2EQUITABLE INVESTMENT MANAGEMENT GROUP, LLC

Map pinNEW YORK, NY
Phone212-314-5051
NotebookSEC #801-72220
Total AUM
$167.2B
Employees
67
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1345 AVENUE OF THE AMERICAS
NEW YORK
NY 10105
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
212-314-5051

ReceiptFinancials

Total AUM
$167.2B
Accounts
113
Discretionary
$167.2B
Accounts
113
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
1
AUM
$166.9B
Pooled Vehicle Clients
2
AUM
$209.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
FUND ADMINISTRATION; ASSET ALLOCATION AND INVESTMENT ADVICE REGARDING MODEL PORTFOLIOS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
NYSC

HandshakeAffiliates

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Affiliates
Reported 20 business affiliates.
Claimed Affiliates
Reported as an affiliate by 18 other businesses.

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