AEQUITAS INVESTMENT ADVISORS, LLC
CRD #127625 SEC #801-110328 HINGHAM, MA 781-740-1199
SEC Registered
Total AUM
$766M
Discretionary
$0
Employees
7
Clients
101
Accounts
1,266
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $766M | $0 | $766M | 7 | 0 |
| Mar 2025 | $766M | $0 | $766M | 7 | 0 |
| Mar 2024 | $709.4M | $0 | $709.4M | 7 | 0 |
| Mar 2023 | $608M | $0 | $608M | 7 | 0 |
| Aug 2022 | $684.9M | $0 | $684.9M | 7 | 0 |
| Mar 2022 | $684.9M | $0 | $684.9M | 7 | 0 |
| Mar 2021 | $653.9M | $0 | $653.9M | 7 | 0 |
| Jun 2020 | $623.8M | $0 | $623.8M | 7 | 0 |
| Apr 2020 | $623.8M | $0 | $623.8M | 7 | 0 |
| Mar 2019 | $547.7M | $0 | $547.7M | 7 | 0 |
| Mar 2018 | $569.5M | $0 | $569.5M | 7 | 0 |
| Jul 2017 | $521.2M | $0 | $521.2M | 6 | 150 |
| Mar 2017 | $521.2M | $0 | $521.2M | 6 | 150 |
DateMay 2025
Total AUM$766M
Discretionary$0
Non-Disc.$766M
Employees7
Clients0
DateMar 2025
Total AUM$766M
Discretionary$0
Non-Disc.$766M
Employees7
Clients0
DateMar 2024
Total AUM$709.4M
Discretionary$0
Non-Disc.$709.4M
Employees7
Clients0
DateMar 2023
Total AUM$608M
Discretionary$0
Non-Disc.$608M
Employees7
Clients0
DateAug 2022
Total AUM$684.9M
Discretionary$0
Non-Disc.$684.9M
Employees7
Clients0
DateMar 2022
Total AUM$684.9M
Discretionary$0
Non-Disc.$684.9M
Employees7
Clients0
DateMar 2021
Total AUM$653.9M
Discretionary$0
Non-Disc.$653.9M
Employees7
Clients0
DateJun 2020
Total AUM$623.8M
Discretionary$0
Non-Disc.$623.8M
Employees7
Clients0
DateApr 2020
Total AUM$623.8M
Discretionary$0
Non-Disc.$623.8M
Employees7
Clients0
DateMar 2019
Total AUM$547.7M
Discretionary$0
Non-Disc.$547.7M
Employees7
Clients0
DateMar 2018
Total AUM$569.5M
Discretionary$0
Non-Disc.$569.5M
Employees7
Clients0
DateJul 2017
Total AUM$521.2M
Discretionary$0
Non-Disc.$521.2M
Employees6
Clients150
DateMar 2017
Total AUM$521.2M
Discretionary$0
Non-Disc.$521.2M
Employees6
Clients150