FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA

RIASEC RegisteredEst. 2003
Total AUM
$14.3B
Discretionary
$14.3B
100% of AUM
Avg account
$1B
Accounts
14
Employees
15
Advisory reps
7

Firm details

Headquarters
PITTSBURGH, Pennsylvania
CRD number
128610
Registered since
November 28, 2003
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment CompaniesSelection of Other Advisers

Firm profile

FINTRX

Overview

Federated Equity Management Company Of Pennsylvania is an institutional-focused investment manager and capital allocator, registered with the SEC since 2003. The firm charges clients a percentage-of-AUM fee and conducts portfolio management for investment companies while also performing selection and oversight of other advisers. Its regulatory filings and business activity designations show it operates in both advisory and sponsor/manager roles for pooled vehicles and is registered to act as a commodity pool operator or commodity trading advisor. Federated Equity Management Company Of Pennsylvania does not position itself as an ESG investor and is organized to serve institutional mandates rather than retail households. The firm’s owner structure is a mix of a domestic entity and an individual, and its operations are concentrated in a single state.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • THOMAS ROBERT DONAHUE

    Chief Financial Officer, Vice PresidentCRD 2766434

  • JOHN DONAHUE

    President, Chief Executive OfficerCRD 814703

  • STEPHEN AUTH

    Chief Investment OfficerCRD 2694169

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Contacts

3 of 3
  • James Gallagher

    TrusteeCRD 6918914

  • GEORGE MAGERA

    Assistant General CounselCRD 6253726

  • JOHN FISHER

    Vice President and DirectorCRD 707411

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PITTSBURGH, PA

ALLEGHENY

Location

PITTSBURGH, PA

Headquartered in PITTSBURGH, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
ALLEGHENY
Address
1001 Liberty Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth