Blank Equity Management LLC
● SEC registered since 2014CRD 153570SEC# 801-79355Port Washington, NY
Reg. AUM
$143M
Employees
2
Accounts
361
Location
Port Washington, NY
About Blank Equity Management
Blank Equity Management provides financial planning and investment management for individuals, families, corporations, and trusts. Planning covers goals such as retirement, college funding, and legacy, while portfolios use a proprietary Dynamic Market Risk Indicator model to emphasize risk management in diversified, low-cost allocations.
Summary based on the firm’s website.
Blank Equity Management LLC assets under management
Blank Equity Management LLC operates as an SEC-registered investment adviser based in Port Washington, NY. The firm has been registered since 2014. It reports $143 million in regulatory assets under management and employs 2 people.
Blank Equity Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Jason Blank Control | Managing Member/Chief Compliance Officer | Over 75% | 2010 |
Frequently asked questions
How much does Blank Equity Management LLC manage?
Blank Equity Management LLC reports $143 million in regulatory assets under management on its Form ADV.
How many employees does Blank Equity Management LLC have?
Blank Equity Management LLC reports 2 employees.
Where is Blank Equity Management LLC located?
Blank Equity Management LLC is based in Port Washington, NY and has been SEC-registered since 2014.
Does Blank Equity Management LLC disclose fund performance?
Blank Equity Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 14 Vanderventer Ave, Suite 200, Port Washington, NY 11050 |
| Phone | 516-439-5525 |
| Fax | 516-439-5528 |
| Office hours | 8a.m.-5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$143M▲ 13%
Jan '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,369 advisers
EmployeesTop 86%
More than 14% of 16,804 advisers
Assets under management
$143Mregulatory AUM
Discretionary $143M