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EQUITABLE INVESTMENT MANAGEMENT GROUP, LLC
CRD 156933File 801-72220
APPROVED
Disclosure events
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$167.15B
Top 10% of cohort (national)
Discretionary AUM
$167.15B
Clients
3
113 accounts
Employees
67
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 24, 2011
- Principal office
- 1345 AVENUE OF THE AMERICAS, NEW YORK, NY, 10105
- Phone
- 212-314-5051
- Website
- HTTPS://EQUITABLE.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $167.15B
- Discretionary AUM
- $167.15B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 113
- Non-discretionary accounts
- 0
- Total accounts
- 113
- AUM per client
- $55.72B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $166.94B |
| Pooled investment vehicles | 2 | $209.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.