Institutional
    SEC Registered

    Equitable Investment Management Group, LLC

    Registered investment advisor · New York, New York · CRD #156933

    Assets Under Management
    $167.2B
    Client Accounts
    113
    Employees
    67
    CRD Number
    156933
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Equitable Investment Management Group, LLC

    Equitable Investment Management Group, LLC offers investment advisory, portfolio management, and financial planning services. It is a subsidiary of Equitable Financial, which is part of Equitable Holdings, Inc. As of 2025, its assets under management totaled $127.2 billion.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

    Contacts, 13F holdings & brochure intel for Equitable Investment Management Group, LLC

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    Frequently Asked Questions

    What is Equitable Investment Management Group, LLC's AUM?

    Equitable Investment Management Group, LLC reports approximately $167.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Equitable Investment Management Group, LLC headquartered?

    Equitable Investment Management Group, LLC is headquartered in New York, New York.

    What is Equitable Investment Management Group, LLC's CRD number?

    Equitable Investment Management Group, LLC's CRD number is 156933. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Equitable Investment Management Group, LLC manage?

    Equitable Investment Management Group, LLC manages approximately 113 client accounts according to its latest SEC filing.

    Is Equitable Investment Management Group, LLC SEC registered?

    Yes, Equitable Investment Management Group, LLC is registered with the SEC as an investment adviser with an approved registration status.

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