Equitable Investment Management, LLC

Overview

Equitable Investment Management, LLC is an institutional registered investment adviser that acts as a capital allocator for institutional clients. The firm is organized as an LLC and is SEC-registered (2022). Its advisory practice centers on portfolio management for investment companies and the selection of other advisers, and it charges fees as a percentage of assets under management. The firm does not identify as an active ESG investor and is not a multistate adviser. Equitable also maintains a range of industry affiliations beyond the RIA role—its activities include broker-dealer functions, roles as an investment adviser and as a commodity pool operator/commodity trading adviser (CPO/CTA), and relationships with futures commission merchants, trust companies, and insurance companies. It is involved as a sponsor, general partner, or managing member of pooled investment vehicles and sponsors limited partnerships, indicating an operational footprint across both advisory and sponsor/manager capacities.

Assets & Accounts

Investments & Alternatives