Equitable Investment Management Group, LLC
● SEC registered since 2011CRD 156933SEC# 801-72220New York, NY
Reg. AUM
$167.15B
Employees
67
Accounts
113
Location
New York, NY
Equitable Investment Management Group, LLC assets under management
Equitable Investment Management Group, LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2011. It reports $167.2 billion in regulatory assets under management and employs 67 people.
Equitable Investment Management Group, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Christopher Houston Control | Senior Vice President And Chief Operating Officer | Under 5% | 2025 |
| Brian E (mi Only) Walsh Control | Director And Senior Vice President | Under 5% | 2011 |
| Equitable Financial Life Insurance Company Control | Member | Over 75% | 2011 |
| Jessica Lynn Baehr Control | Director And President | Under 5% | 2024 |
| Joseph John Paolo Control | Senior Vice President And Chief Compliance Officer | Under 5% | 2011 |
| Kenneth Thomas Kozlowski Control | Director, Executive Vice President And Chief Investment Officer | Under 5% | 2017 |
| Shane Daly Control | Executive Vice President, General Counsel, And Secretary | Under 5% | 2023 |
| Steven Michael Joenk Control | Director, Chairman Of The Board And Chief Executive Officer | Under 5% | 2011 |
| Equitable Financial Services, LLC Control | Shareholder | Over 75% | 2002 |
| Equitable Holdings, Inc. Control | Shareholder | Over 75% | 2018 |
Frequently asked questions
How much does Equitable Investment Management Group, LLC manage?
Equitable Investment Management Group, LLC reports $167.2 billion in regulatory assets under management on its Form ADV.
How many employees does Equitable Investment Management Group, LLC have?
Equitable Investment Management Group, LLC reports 67 employees.
Where is Equitable Investment Management Group, LLC located?
Equitable Investment Management Group, LLC is based in New York, NY and has been SEC-registered since 2011.
Does Equitable Investment Management Group, LLC disclose fund performance?
Equitable Investment Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1345 Avenue of the Americas, New York, NY 10105 |
| Phone | 212-314-5051 |
| Fax | 646-557-1362 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$167.15B▲ 1028079%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 1%
Larger than 99% of 16,271 advisers
EmployeesTop 10%
More than 90% of 16,825 advisers
Assets under management
$167.15Bregulatory AUM
Discretionary $167.15B