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-focused investment manager that operates as a capital allocator and engages in both portfolio management for investment companies and the selection of other advisers. The firm is registered with the SEC (since 2003) and charges clients on a percentage-of-assets basis. Its stated business activities include functioning as a CPO/CTA, and its industry roles extend to broker-dealer, trust company, sponsor/GP of pooled vehicles, and other investment-adviser capacities. The firm is not identified as an active ESG investor and does not position itself as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Thomas Robert Donahue

    Thomas Robert Donahue

    Chief Financial Officer, Vice PresidentCRD 2766434

  • John Donahue

    John Donahue

    President, Chief Executive OfficerCRD 814703

  • Stephen Auth

    Chief Investment OfficerCRD 2694169

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Contacts

3 of 4
  • Paul Uhlman

    Paul Uhlman

    PresidentCRD 2043674

  • James Gallagher

    TrusteeCRD 6918914

  • George Magera

    Assistant General CounselCRD 6253726

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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