Federated Equity Management Company of Pennsylvania

RIASEC RegisteredEst. 2003
Total AUM
$14.3B
Discretionary
$14.3B
100% of AUM
Avg account
$1B
Accounts
14
Employees
15
Advisory reps
8

Firm details

Headquarters
Pittsburgh, Pennsylvania
CRD number
128610
Registered since
November 28, 2003
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment CompaniesSelection of Other Advisers

Firm profile

FINTRX

Overview

Federated Equity Management Company of Pennsylvania is an institutional registered investment adviser that operates as a capital allocator for institutional clients. Registered with the SEC since 2003, the firm charges fees based on a percentage of assets under management and provides portfolio management for investment companies as well as selection of other advisers. Its business activities include acting as a CPO/CTA, and its client focus is institutional rather than retail or family-office wealth management. The firm’s reported affiliations extend beyond pure advisory work: filings list relationships with broker-dealers, trust companies, and roles as sponsor, GP or managing member of pooled investment vehicles and limited partnerships. Those roles indicate the firm not only manages assets directly but also sponsors and administers pooled vehicles and can place capital with third-party managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Stephen Van Meter

    Stephen Van Meter

    Vice President and Chief Compliance OfficerCRD 6020413

  • Thomas Robert Donahue

    Thomas Robert Donahue

    Chief Financial Officer, Vice PresidentCRD 2766434

  • John Donahue

    John Donahue

    President, Chief Executive OfficerCRD 814703

Contacts

3 of 5
  • John Fisher

    John Fisher

    Vice President and DirectorCRD 707411

  • Paul Uhlman

    Paul Uhlman

    PresidentCRD 2043674

  • James Gallagher

    TrusteeCRD 6918914

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Pittsburgh, PA

Allegheny

Location

Pittsburgh, PA

Headquartered in Pittsburgh, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
Allegheny
Address
1001 Liberty Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth