EQUITABLE INVESTMENT MANAGEMENT, LLC

Overview

Equitable Investment Management, LLC is an SEC-registered investment adviser that operates as an institutional capital allocator. Registered in 2022, the firm focuses on running and overseeing investment vehicles and on selecting other advisers to manage portions of client capital. Its stated advisory activities emphasize portfolio management for investment companies and the ability to engage and monitor sub‑advisers, signaling a manager-of-managers approach rather than a pure single-strategy boutique. The firm serves institutional clients exclusively, charging fees as a percentage of assets under management. It does not identify as an active ESG investor, and it is not structured as a multi‑state adviser. Equitable Investment Management’s owner profile is listed as a domestic entity with individual ownership, and the firm’s operating classification is unclassified. Industry affiliations indicate a broader participation in financial services beyond pure investment advice, which supports a capability set that includes fund sponsorship and intermediary roles.

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Location & Offices