EQUALITY ASSET MANAGEMENT
EQUALITY ASSET MANAGEMENT, LP Legal Name
Adviser information for EQUALITY ASSET MANAGEMENT last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 9 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 4 | $361.8M |
| Non-Discretionary | 0 | $0 |
| Total | 4 | $361.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 4 | $361.8M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMCARRIED INTEREST |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-117606 |
|---|---|
| SEC ERA File Number | 801-117606 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 300710 |
| Legal Entity Identifier | None |
Principal Office
888 BOYLSTON STREET5TH FLOOR
BOSTON
MA
United States
Monday - Friday, 8AM - 5PM
Tel: 617-420-1770, Fax: None
Websites
Chief Compliance Officer
ANDREW HAYES
CHIEF FINANCIAL OFFICER
888 BOYLSTON STREET
5TH FLOOR
BOSTON
MA
United States
Tel:
617-420-1770
A*****@*************M
(Full email address available in API data)
Industry Affiliates
| EQUALITY PRIVATE EQUITY PARTNERS I GP, L.P. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| EAM INVESTMENT PARTNERS, LLC | Private Equity Fund | $93.4M | $0.1M | 7 |
| EQUALITY PRIVATE EQUITY PARTNERS I (F&F), L.P. | Private Equity Fund | $33.8M | $0.2M | 13 |
| EQUALITY PRIVATE EQUITY PARTNERS I, LP | Private Equity Fund | $213.0M | $0.3M | 42 |
| EQUALITY PRIVATE EQUITY PARTNERS PARALLEL FUND 1-A, LP | Private Equity Fund | $21.6M | $0.1M | 3 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| EQUALITY ASSET MANAGEMENT HOLDINGS, LP | Domestic Entity | – | LIMITED PARTNER | 05/2018 | > 75% |
| ROBERTS, THOMAS, SCOTT | Individual | EQUALITY ASSET MANAGEMENT, INC | CHEIF EXECUTIVE OFFICER | 05/2018 | > 75% |
| EQUALITY ASSET MANAGEMENT, INC | Domestic Entity | EQUALITY ASSET MANAGEMENT HOLDINGS, LP | GENERAL PARTNER | 05/2018 | |
| SCHWARTZ, NATHANIEL, LAZARUS | Individual | – | MANAGING DIRECTOR | 05/2018 | < 5% |
| GOMEZ, GABRIEL, EDUARDO | Individual | – | MANAGING DIRECTOR | 05/2018 | < 5% |
| Del Papa, Jeffrey | Individual | – | MANAGING DIRECTOR | 09/2018 | < 5% |
| ROBERTS, THOMAS, SCOTT | Individual | – | CHIEF EXECUTIVE OFFICER | 05/2018 | < 5% |
| Hayes, Andrew, Cavanaugh | Individual | – | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | 06/2020 | < 5% |