Federated Equity Management Company of Pennsylvania

Overview

Federated Equity Management Company of Pennsylvania is an institutional registered investment adviser that operates as a capital allocator for institutional clients. Registered with the SEC since 2003, the firm charges fees based on a percentage of assets under management and provides portfolio management for investment companies as well as selection of other advisers. Its business activities include acting as a CPO/CTA, and its client focus is institutional rather than retail or family-office wealth management. The firm’s reported affiliations extend beyond pure advisory work: filings list relationships with broker-dealers, trust companies, and roles as sponsor, GP or managing member of pooled investment vehicles and limited partnerships. Those roles indicate the firm not only manages assets directly but also sponsors and administers pooled vehicles and can place capital with third-party managers.

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Location & Offices