RIA Intel›Advisers›New York›EQUITABLE INVESTMENT MANAGEMENT GROUP, LLC

EQUITABLE INVESTMENT MANAGEMENT GROUP, LLC

Institutional

N·NEW YORK, NY

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$167.2B
1-Year AUM Growth
+3.9%
3-Year CAGR
-4.5%
Employees
11
Assets Under Management
Total AUM$167.2B
Discretionary AUM$167.2B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients3
Team
Total Employees11
Investment Advisers67
Employee Growth (1Y)+10.0%
Filing History
Total Filings on Record35
First FilingMar 7, 2011
Latest FilingMar 27, 2026
🔒 Full AUM trend chart and 35 historical filings spanning 15+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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