Equitable Investment Management, LLC
● SEC registered since 2022CRD 322513SEC# 801-126365New York, NY
Reg. AUM
$1.53B
Employees
67
Accounts
8
Location
New York, NY
Equitable Investment Management, LLC assets under management
Equitable Investment Management, LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2022. It reports $1.5 billion in regulatory assets under management and employs 67 people.
Equitable Investment Management, LLC owners & executives
9 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% | 2022 |
| Equitable Financial Services, LLC Control | Member | Over 75% | 2022 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Equitable Investment Management, LLC manage?
Equitable Investment Management, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
How many employees does Equitable Investment Management, LLC have?
Equitable Investment Management, LLC reports 67 employees.
Where is Equitable Investment Management, LLC located?
Equitable Investment Management, LLC is based in New York, NY and has been SEC-registered since 2022.
Does Equitable Investment Management, LLC disclose fund performance?
Equitable Investment Management, 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 | No |
Regulatory AUM
$1.53B▲ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 10%
More than 90% of 16,825 advisers
Assets under management
$1.53Bregulatory AUM
Discretionary $1.53B