EQUITY MANAGEMENT ASSOCIATES, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
NAPLES, Florida
CRD number
294768

Firm profile

FINTRX

Overview

Equity Management Associates, LLC is a privately held limited liability company owned by an individual and organized around sponsor/manager roles rather than a traditional retail advisory platform. Public records classify the firm as unclassified and list it as an investment adviser and sponsor, serving as a general partner and managing member of pooled investment vehicles. It is not identified as a capital allocator, is not active on ESG integration, and does not present itself as a multi‑state or pension consultant adviser. The available information points to a business model focused on operating pooled funds rather than running large numbers of registered advisory relationships. Fee structures, client segments, and day‑to‑day advisory activities are not disclosed in the source dataset.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • LAWRENCE LEPARD

    Managing PartnerCRD 721071

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NAPLES, FL

COLLIER

Location

NAPLES, FL

Headquartered in NAPLES, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.

Metro area
Cape Coral-Fort Myers-Naples, FL
Region
South
County
COLLIER
Address
4850 Tamiami Trl N
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth