Expect Equity LLC
CRD 324496SEC# 801-136902Pikesville, MD
No longer SEC-registered. Expect Equity LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Ranks #5,330 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$167.2M
Fund GAV
$167.2M
Private funds
2
Employees
7
Accounts
6
Location
Pikesville, MD
Expect Equity LLC assets under management
Expect Equity LLC is an SEC-registered investment adviser based in Pikesville, MD. It reports $167.2 million in regulatory assets under management and employs 7 people. Expect Equity LLC manages 2 private funds with combined gross assets of $167.2 million, including Expect Equity Master Fund LP. By regulatory assets, it ranks 5,330 of 6,004 private fund managers.
Expect Equity LLC private funds
2 funds · $167.2M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Expect Equity Master Fund LP | Hedge | $119.4M | $3M |
| Expect Equity Master Fund II LP | Hedge | $47.8M | $3M |
Expect Equity LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Hallie Dinkelspiel Label Control | Managing Member And Chief Executive Officer | Over 75% | 2023 |
| Jill Reynolds Seidman | Chief Compliance Officer And General Counsel | Under 5% | 2023 |
Frequently asked questions
How much does Expect Equity LLC manage?
Expect Equity LLC reports $167.2 million in regulatory assets under management on its Form ADV.
How many private funds does Expect Equity LLC manage?
Expect Equity LLC manages 2 private funds with combined gross assets of $167.2 million.
How many employees does Expect Equity LLC have?
Expect Equity LLC reports 7 employees.
Where is Expect Equity LLC located?
Expect Equity LLC is based in Pikesville, MD.
Does Expect Equity LLC disclose fund performance?
Expect Equity LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1829 Reisterstown Rd., Suite 350, Pikesville, MD 21208 |
| Office hours | 8:00a.m.-5:00p.m. |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
AUM vs fund managersTop 89%
Larger than 11% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$167.2Mregulatory AUM
Discretionary $167.2M
Service providers
Auditor
Prime broker
Custodian