EQUITY MANAGEMENT ASSOCIATES, LLC
Firm details
- Headquarters
- NAPLES, Florida
- CRD number
- 294768
- Website
- www.ema2.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1LAWRENCE LEPARD
Managing PartnerCRD 721071
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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