The EQUITAS CAPITAL ADVISORS,LLC is a privately held investment adviser that advises $252.44mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. EQUITAS CAPITAL ADVISORS,LLC is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets decreased by 44.87% over the last 5-years.
The Group has been registered with the SEC for 23.3 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 365 CANAL STREET SUITE 3050, NEW ORLEANS, LOUISIANA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 5 investment and 1 non-investment staff. The total number of Employees decreased by 40% over the last 5-years.
Their $252.44mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 8 other accounts. Assets of Charitable Organizations clients own $129.06mn or 51.13% of Total Assets and High Net Worth Individuals own $68.86mn or 27.28% of Total Assets.
The Group's top investment strategies include Fund of Funds, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are Charitable Organizations and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
EQUITAS CAPITAL ADVISORS,LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.