Sal Equity Trading, GP
Firm details
- Headquarters
- Bala Cynwyd, Pennsylvania
- CRD number
- 29337
- Registered since
- January 31, 1991
Firm profile
FINTRXOverview
Sal Equity Trading, GP is organized as a partnership with ownership split between a domestic entity and an individual. Publicly available filings classify the firm as unclassified and indicate it does not function as a capital allocator or an active ESG investor. Other self-reported operational attributes include that it is not a multi-state adviser, not newly formed, and not a pension consultant or related adviser. The firm's reported activity centers on equity instruments rather than advisory client relationships or broader wealth-management services. Its 13F disclosures point toward a focus on liquid equity ETFs and a small set of individual stock positions rather than alternative or private-market strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
ETF holdings
1 of 1Active vs passive
$47M in ETFs
100%
$47M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $47M | 81,899 | 100.00% |
Location
Bala Cynwyd, PA
Montgomery
Location
Bala Cynwyd, PA
Headquartered in Bala Cynwyd, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 401 E City Ave
- Time zone
- ET (UTC-5)
- Office locations
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