INSTITUTIONAL EQUITY ASSOCIATES, LLC
CRD #148602 SEC #801-69797 OKLAHOMA CITY, OK 405-848-9456
SEC Registered
Total AUM
$52.7M
Discretionary
$0
Employees
5
Clients
--
Accounts
1
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oklahoma
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 3, 2010
- 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 |
|---|---|---|---|---|
| EDGE DEVELOPMENT CAPITAL, INC. | DE | MANAGER | D | Control |
| SAUZEK, DEVON, LEE | I | MANAGER/CHIEF COMPLIANCE OFFICER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HEARD, ROBERT, GRAY | I | EDGE DEVELOPMENT CAPITAL, INC. | E | Control |
Registrations
Federal
IA
Mar 3, 2010 REGISTERED
Notice Filings (1)
OK
Address
301 NW 63RD STREETSUITE 500
OKLAHOMA CITY, OK 73116
United States
Phone: 405-848-9456