EQUITAS CAPITAL ADVISORS,LLC
CRD #124471 SEC #801-61979 NEW ORLEANS, LA 504-569-9600
SEC Registered Private Funds
Total AUM
$201.4M
Discretionary
$109.7M
Employees
6
Clients
0
Accounts
45
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $201.4M | $109.7M | $91.7M | 6 | 0 |
| Mar 2024 | $217.1M | $98.7M | $118.4M | 6 | 0 |
| Mar 2023 | $393M | $137M | $256M | 10 | 0 |
| Apr 2022 | $459.3M | $155.9M | $303.4M | 9 | 0 |
| Mar 2021 | $416.9M | $129.1M | $287.8M | 10 | 0 |
| Jun 2020 | $367.7M | $108M | $259.6M | 9 | 0 |
| Mar 2020 | $367.7M | $108M | $259.6M | 9 | 0 |
| Mar 2019 | $335.5M | $84.7M | $250.8M | 7 | 0 |
| Mar 2018 | $339.1M | $83.8M | $255.3M | 7 | 0 |
| Feb 2018 | $1.8B | $113.3M | $1.7B | 9 | 0 |
| Jul 2017 | $1.8B | $113.3M | $1.7B | 10 | 26 |
| Mar 2017 | $1.8B | $113.3M | $1.7B | 10 | 26 |
| Sep 2016 | $1.7B | $73.1M | $1.6B | 10 | 26 |
| Mar 2016 | $1.7B | $73.1M | $1.6B | 10 | 26 |
| Nov 2015 | $2B | $4.4M | $1.9B | 11 | 26 |
| Oct 2015 | $2B | $4.4M | $1.9B | 11 | 26 |
| May 2015 | $2B | $4.4M | $1.9B | 11 | 26 |
| Mar 2015 | $2B | $4.4M | $1.9B | 11 | 26 |
| Mar 2015 | $2B | $4.4M | $1.9B | 11 | 26 |
| Nov 2014 | $2.8B | $7.2M | $2.8B | 11 | 26 |
| Mar 2014 | $2.8B | $7.2M | $2.8B | 11 | 26 |
| Nov 2013 | $2.7B | $14.7M | $2.7B | 10 | 26 |
| Nov 2013 | $2.7B | $14.7M | $2.7B | 10 | 26 |
| Jul 2013 | $2.7B | $14.7M | $2.7B | 10 | 26 |
| Mar 2013 | $2.7B | $14.7M | $2.7B | 10 | 26 |
| Mar 2012 | $2.5B | $0 | $2.5B | 6 | 26 |
| Apr 2011 | $2.9B | $1.7B | $1.2B | 10 | -- |
| Feb 2011 | $2.9B | $1.7B | $1.2B | 10 | -- |
| Nov 2010 | $4.2B | $4.1B | $53.1M | -- | -- |
| Apr 2009 | $4.1B | $4B | $103M | -- | -- |
| Mar 2006 | $247.1M | $0 | $247.1M | 10 | -- |
| Jan 2005 | $2.2B | $305M | $1.9B | 10 | -- |
| Oct 2003 | $1.5B | $450M | $1B | -- | -- |
DateMar 2025
Total AUM$201.4M
Discretionary$109.7M
Non-Disc.$91.7M
Employees6
Clients0
DateMar 2024
Total AUM$217.1M
Discretionary$98.7M
Non-Disc.$118.4M
Employees6
Clients0
DateMar 2023
Total AUM$393M
Discretionary$137M
Non-Disc.$256M
Employees10
Clients0
DateApr 2022
Total AUM$459.3M
Discretionary$155.9M
Non-Disc.$303.4M
Employees9
Clients0
DateMar 2021
Total AUM$416.9M
Discretionary$129.1M
Non-Disc.$287.8M
Employees10
Clients0
DateJun 2020
Total AUM$367.7M
Discretionary$108M
Non-Disc.$259.6M
Employees9
Clients0
DateMar 2020
Total AUM$367.7M
Discretionary$108M
Non-Disc.$259.6M
Employees9
Clients0
DateMar 2019
Total AUM$335.5M
Discretionary$84.7M
Non-Disc.$250.8M
Employees7
Clients0
DateMar 2018
Total AUM$339.1M
Discretionary$83.8M
Non-Disc.$255.3M
Employees7
Clients0
DateFeb 2018
Total AUM$1.8B
Discretionary$113.3M
Non-Disc.$1.7B
Employees9
Clients0
DateJul 2017
Total AUM$1.8B
Discretionary$113.3M
Non-Disc.$1.7B
Employees10
Clients26
DateMar 2017
Total AUM$1.8B
Discretionary$113.3M
Non-Disc.$1.7B
Employees10
Clients26
DateSep 2016
Total AUM$1.7B
Discretionary$73.1M
Non-Disc.$1.6B
Employees10
Clients26
DateMar 2016
Total AUM$1.7B
Discretionary$73.1M
Non-Disc.$1.6B
Employees10
Clients26
DateNov 2015
Total AUM$2B
Discretionary$4.4M
Non-Disc.$1.9B
Employees11
Clients26
DateOct 2015
Total AUM$2B
Discretionary$4.4M
Non-Disc.$1.9B
Employees11
Clients26
DateMay 2015
Total AUM$2B
Discretionary$4.4M
Non-Disc.$1.9B
Employees11
Clients26
DateMar 2015
Total AUM$2B
Discretionary$4.4M
Non-Disc.$1.9B
Employees11
Clients26
DateMar 2015
Total AUM$2B
Discretionary$4.4M
Non-Disc.$1.9B
Employees11
Clients26
DateNov 2014
Total AUM$2.8B
Discretionary$7.2M
Non-Disc.$2.8B
Employees11
Clients26
DateMar 2014
Total AUM$2.8B
Discretionary$7.2M
Non-Disc.$2.8B
Employees11
Clients26
DateNov 2013
Total AUM$2.7B
Discretionary$14.7M
Non-Disc.$2.7B
Employees10
Clients26
DateNov 2013
Total AUM$2.7B
Discretionary$14.7M
Non-Disc.$2.7B
Employees10
Clients26
DateJul 2013
Total AUM$2.7B
Discretionary$14.7M
Non-Disc.$2.7B
Employees10
Clients26
DateMar 2013
Total AUM$2.7B
Discretionary$14.7M
Non-Disc.$2.7B
Employees10
Clients26
DateMar 2012
Total AUM$2.5B
Discretionary$0
Non-Disc.$2.5B
Employees6
Clients26
DateApr 2011
Total AUM$2.9B
Discretionary$1.7B
Non-Disc.$1.2B
Employees10
Clients--
DateFeb 2011
Total AUM$2.9B
Discretionary$1.7B
Non-Disc.$1.2B
Employees10
Clients--
DateNov 2010
Total AUM$4.2B
Discretionary$4.1B
Non-Disc.$53.1M
Employees--
Clients--
DateApr 2009
Total AUM$4.1B
Discretionary$4B
Non-Disc.$103M
Employees--
Clients--
DateMar 2006
Total AUM$247.1M
Discretionary$0
Non-Disc.$247.1M
Employees10
Clients--
DateJan 2005
Total AUM$2.2B
Discretionary$305M
Non-Disc.$1.9B
Employees10
Clients--
DateOct 2003
Total AUM$1.5B
Discretionary$450M
Non-Disc.$1B
Employees--
Clients--