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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Louisiana
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 1, 2009
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CHRISTINA, SUSANICHIEF COMPLIANCE OFFICER ADMIN MANAGERNA Control
THOMAS, DAVID, SAMUELICHIEF EXECUTIVE OFFICERD Control
THOMAS, DAVID, SAMUELICHIEF EXECUTIVE OFFICERD Control
THOMAS, DAVID, SAMUELICHIEF EXECUTIVE OFFICERD Control
THOMAS, DAVID, SAMUELICHIEF EXECUTIVE OFFICERD Control
THOMAS, DAVID, SAMUELICHIEF EXECUTIVE OFFICERD Control
GISCLAIR, STEPHEN, DERBYICOO & CHIEF COMPLIANCE OFFICERC Control
BELEZNAY, AKOSICHIEF INVESTMENT OFFICERB Control
BELEZNAY, AKOSICHIEF INVESTMENT OFFICERB Control
BELEZNAY, AKOSICHIEF INVESTMENT OFFICERB Control
GISCLAIR, STEPHEN, DERBYICOO & CHIEF COMPLIANCE OFFICERB Control
GISCLAIR, STEPHEN, DERBYICOO & CHIEF COMPLIANCE OFFICERB Control
GISCLAIR, STEPHEN, DERBYICOO & CHIEF COMPLIANCE OFFICERB Control
BELEZNAY, AKOSICHIEF INVESTMENT OFFICERA Control

Registrations

Federal

IA
Apr 1, 2009 REGISTERED

Notice Filings (2)

LA TX

Address

909 POYDRAS STREET
SUITE 1850
NEW ORLEANS, LA 70112
United States
Phone: 504-569-9600