Equitable Investment Management Group, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 156933
- Registered since
- March 24, 2011
- Website
- www.equitable.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies99.87%
- Pooled Investment Vehicles0.13%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Equitable Investment Management Group, LLC is an SEC-registered institutional registered investment adviser organized as an LLC and operating since 2011. The firm functions as a capital allocator for institutional clients and charges fees as a percentage of assets under management. Its regulatory and business footprint includes roles as a commodity pool operator/commodity trading advisor (CPO/CTA) and portfolio manager for investment companies and pooled investment vehicles. The firm also performs selection of third-party advisers and reports being an active ESG investor. Industry affiliations span broker-dealer relationships, futures commission merchant activities, trust and insurance company links, and sponsor or managing-member roles for pooled investment vehicles and limited partnerships.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Steven Joenk
Chief Executive OfficerCRD 1556526
Joseph Paolo
Vice President and Chief Compliance OfficerCRD 4939209

Kenneth Kozlowski
Chief Investment OfficerCRD 2121988
Contacts
3 of 3Brian Walsh
DirectorCRD 2320523
Jessica Baehr
Head of RetirementCRD 7373859

Shane Daly
Executive Vice President & General CounselCRD 7716807
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 1345 Avenue Of The Americas
- Time zone
- ET (UTC-5)
- Office locations
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