THE SOCIAL EQUITY GROUP, INC.
CRD #123747 SEC #801-67244 BERKELEY, CA (510) 644-9484
SEC Registered Disclosures
Total AUM
$49.3M
Discretionary
$49.3M
Employees
1
Clients
--
Accounts
105
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2012 | $49.3M | $49.3M | $0 | 1 | 26 |
| Nov 2011 | $50.1M | $50.1M | $0 | 1 | 26 |
| Nov 2011 | $50.1M | $50.1M | $0 | 1 | 26 |
| Nov 2011 | $50.1M | $50.1M | $0 | 5 | -- |
| Jun 2011 | $45.6M | $45.6M | $0 | 5 | -- |
| Apr 2011 | $45.6M | $45.6M | $0 | 5 | -- |
| Feb 2011 | $45.6M | $45.6M | $0 | 5 | -- |
| Jan 2011 | $39.2M | $39.2M | $0 | 5 | -- |
| Jan 2011 | $39.2M | $39.2M | $0 | 5 | -- |
| Sep 2009 | $35.6M | $35.6M | $0 | 5 | -- |
| Jan 2008 | $36.1M | $36.1M | $0 | 5 | -- |
| Jan 2008 | $36.1M | $36.1M | $0 | 5 | -- |
| Feb 2007 | $32.5M | $32.5M | $0 | 5 | -- |
| Jan 2007 | $32.5M | $32.5M | $0 | 5 | -- |
| Nov 2006 | $31.1M | $31.1M | $0 | 5 | -- |
| Nov 2006 | $31.1M | $31.1M | $0 | 5 | -- |
DateJan 2012
Total AUM$49.3M
Discretionary$49.3M
Non-Disc.$0
Employees1
Clients26
DateNov 2011
Total AUM$50.1M
Discretionary$50.1M
Non-Disc.$0
Employees1
Clients26
DateNov 2011
Total AUM$50.1M
Discretionary$50.1M
Non-Disc.$0
Employees1
Clients26
DateNov 2011
Total AUM$50.1M
Discretionary$50.1M
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$45.6M
Discretionary$45.6M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$45.6M
Discretionary$45.6M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$45.6M
Discretionary$45.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$39.2M
Discretionary$39.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$39.2M
Discretionary$39.2M
Non-Disc.$0
Employees5
Clients--
DateSep 2009
Total AUM$35.6M
Discretionary$35.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$32.5M
Discretionary$32.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$32.5M
Discretionary$32.5M
Non-Disc.$0
Employees5
Clients--
DateNov 2006
Total AUM$31.1M
Discretionary$31.1M
Non-Disc.$0
Employees5
Clients--
DateNov 2006
Total AUM$31.1M
Discretionary$31.1M
Non-Disc.$0
Employees5
Clients--