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
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 23, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FREUND, RON | I | VICE PRESIDENT, DIRECTOR OF ASSET ALLOCATION | NA | |
| FREUND, RON | I | VICE PRESIDENT, DIRECTOR OF ASSET ALLOCATION | NA | |
| FREUND, RON | I | VICE PRESIDENT, DIRECTOR OF ASSET ALLOCATION | NA | |
| FREUND, RON | I | VICE PRESIDENT, DIRECTOR OF ASSET ALLOCATION | NA | |
| MEANEY, DUNCAN, JOHN | I | PRESIDENT, SECRETARY, TREASURER | E | Control |
| MEANEY, DUNCAN, JOHN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MEANEY, DUNCAN, JOHN | I | PRESIDENT, SECRETARY, TREASURER | E | Control |
| MEANEY, DUNCAN, JOHN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MEANEY, DUNCAN, JOHN | I | PRESIDENT, SECRETARY, TREASURER, (10.2006) CHIEF COMPLIANCE OFFICER | E | Control |
| MEANEY, DUNCAN, JOHN | I | PRESIDENT, SECRETARY, TREASURER | E | Control |
| MEANEY, DUNCAN, JOHN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MEANEY, DUNCAN, JOHN | I | PRESIDENT, SECRETARY, TREASURER | E | Control |
| MEANEY, DUNCAN, JOHN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MEANEY, DUNCAN, JOHN | I | PRESIDENT, SECRETARY, TREASURER | E | Control |
| MEANEY, DUNCAN, JOHN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MEANEY, DUNCAN, JOHN | I | PRESIDENT, SECRETARY, TREASURER | E | Control |
| MEANEY, DUNCAN, JOHN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MEANEY, DUNCAN, JOHN | I | PRESIDENT, SECRETARY, TREASURER | E | Control |
| MEANEY, DUNCAN, JOHN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MEANEY, DUNCAN, JOHN | I | PRESIDENT, SECRETARY, TREASURER | E | Control |
| MEANEY, DUNCAN, JOHN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MEANEY, DUNCAN, JOHN | I | PRESIDENT, SECRETARY, TREASURER | E | Control |
| MEANEY, DUNCAN, JOHN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MEANEY, DUNCAN, JOHN | I | PRESIDENT, SECRETARY, TREASURER | E | Control |
| MEANEY, DUNCAN, JOHN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MEANEY, DUNCAN, JOHN | I | PRESIDENT, SECRETARY, TREASURER | E | Control |
| MEANEY, DUNCAN, JOHN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MEANEY, DUNCAN, JOHN | I | PRESIDENT, SECRETARY, TREASURER | E | Control |
| MEANEY, DUNCAN, JOHN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MEANEY, DUNCAN, JOHN | I | PRESIDENT, SECRETARY, TREASURER | E | Control |
| MEANEY, DUNCAN, JOHN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MEANEY, DUNCAN, JOHN | I | PRESIDENT, SECRETARY, TREASURER, (10.2006) CHIEF COMPLIANCE OFFICER | E | Control |
| MEANEY, DUNCAN, JOHN | I | PRESIDENT, SECRETARY, TREASURER, (10.2006) CHIEF COMPLIANCE OFFICER | E | Control |
| MEANEY, DUNCAN, JOHN | I | PRESIDENT, SECRETARY, TREASURER, (10.2006) CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jan 23, 2012 REGISTERED
Notice Filings (3)
CA IL TX
Address
2550 9TH STREETSUITE 204A
BERKELEY, CA 94710
United States
Phone: (510) 644-9484