RIA Intelligence

EQUITAS PARTNERS, LLC

CRD #135247 SEC #801-64205 NEW ORLEANS, LA 504-569-9600
SEC Registered
Total AUM
$231.4M
Discretionary
$231.4M
Employees
5
Clients
0
Accounts
86

AUM Over Time

DateApr 2011
Total AUM$97M
Discretionary$0
Non-Disc.$97M
Employees5
Clients--
DateNov 2010
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$231.4M
Discretionary$231.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$87.2M
Discretionary$87.2M
Non-Disc.$0
Employees5
Clients--