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Equity Investment Corporation

● SEC registered since 2016CRD 283930SEC# 801-107945Atlanta, GA
Export (members)
Reg. AUM
$3.51B
Employees
27
Accounts
6,761
Location
Atlanta, GA

Equity Investment Corporation assets under management

Equity Investment Corporation operates as an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2016. It reports $3.5 billion in regulatory assets under management and employs 27 people.

Equity Investment Corporation owners & executives

7 reported
NameTitleOwnershipSince
Ian Thomas Zabor ControlDirector/Chief Executive Officer25-50%2016
John Paul Power ControlChief Operating OfficerUnder 5%2017
Phillip David Lorren ControlChief Compliance OfficerUnder 5%2022
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Frequently asked questions

How much does Equity Investment Corporation manage?

Equity Investment Corporation reports $3.5 billion in regulatory assets under management on its Form ADV.

How many employees does Equity Investment Corporation have?

Equity Investment Corporation reports 27 employees.

Where is Equity Investment Corporation located?

Equity Investment Corporation is based in Atlanta, GA and has been SEC-registered since 2016.

Does Equity Investment Corporation disclose fund performance?

Equity Investment Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1776 Peachtree Street NW, Suite 600s, Atlanta, GA 30309
Phone404-239-0111
Fax404-239-0280
Office hours9:00a.m.-5:00p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1685771
Discloses disciplinary historyNo

Regulatory AUM

$3.51B▲ 15%
Mar '25 — $3.05BApr '25 — $3.05BMay '25 — $3.05BJun '25 — $3.05BJul '25 — $3.05BAug '25 — $3.05BSep '25 — $3.05BOct '25 — $3.05BNov '25 — $3.05BDec '25 — $3.05BJan '26 — $3.05BFeb '26 — $3.05BMar '26 — $3.51BApr '26 — $3.51BMay '26 — $3.51BJun '26 — $3.51B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 16%
Larger than 84% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers

Assets under management

$3.51Bregulatory AUM
Discretionary $3.51B