EQUALITY ASSET MANAGEMENT

RIASEC RegisteredEst. 2019
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$129M
Accounts
8
Employees
10
Advisory reps
5

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
300710
Registered since
November 14, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Equality Asset Management is a limited partnership focused on private equity fund management and pooled investment vehicles. The firm is SEC-registered since 2019 and serves an institutional client base. It operates as a sponsor/GP and managing member of pooled vehicles and is also identified with CPO/CTA activities, indicating the firm runs or advises commodity-pooled or derivatives-enabled strategies alongside its private equity activities. Fee arrangements combine a percentage-of-AUM structure with performance-based fees, aligning economic incentives between managers and investors. Equality Asset Management reports itself as an active ESG investor, which it incorporates into selection and oversight of underlying managers and deal-level diligence. The firm is organized as a domestic entity with individual ownership involvement and does not present itself as a broad capital allocator; rather, it structures and manages private funds and related pooled products for institutional limited partners.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Andrew Hayes

    Chief Financial OfficerCRD 7264412

  • NATHANIEL SCHWARTZ

    Chief Financial OfficerCRD 4820726

Contacts

3 of 3
  • Jeffrey Del Papa

    Co-FounderCRD 7084066

  • GABRIEL GOMEZ

    Senior AdvisorCRD 2934520

  • THOMAS ROBERTS

    Co-Founder & Managing PartnerCRD 4947357

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
888 Boylston St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth