EQUITAS CAPITAL ADVISORS,LLC
Latest filing: Mar 26, 2025 (113 days ago)
AUM
$201,430,863
-7% change vs. 1 year ago
-52% change vs. 3 years ago
-45% change vs. 5 years ago
-90% change vs. 10 years ago
Employee Count
6
0% change vs. 1 year ago
-40% change vs. 3 years ago
-33% change vs. 5 years ago
-45% change vs. 10 years ago
Main Office
NEW ORLEANS, LA
365 CANAL STREET, NEW ORLEANS, LA, UNITED STATES, 70130
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.1 |
| Non-Discretionary | $0.1 |
| Total | $0.2 |
| Client | AUM |
|---|---|
| Retail | $0.1 |
| Pooled | $0.0 |
| Institutional | $0.1 |
| Total | $0.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 15 | $0.0 |
| Average Individual AUM | $702,676 | |
| HNW | 23 | $0.1 |
| Average HNW AUM | $2,607,805 | |
| Retail Total | 38 | $0.1 |
| Average Retail AUM | $1,855,780 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| PERSHING LLC | JERSEY CITY-NJ-USA | $1.4 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.2 |
| Retail SMA AUM | $0.1 |
| Institutional SMA AUM | $0.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 24% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 61% | $0.1 |
| Other Pools | 12% | $0.0 |
| Cash | 2% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| EQUITAS PARTNERS, LLC | $0.0 | 135247 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
2 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| DAVID THOMAS | NEW ORLEANS | LA | S63|1980-11-24|S65|1993-03-22 | ||||||
| DEREK FOSSIER | NEW ORLEANS | LA | S65|2013-04-05 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.2 | $0.0 | 0% | 6 | 0 | 0% |
| 2025-04-21 | $0.2 | $0.0 | 0% | 6 | 0 | 0% |
| 2024-04-02 | $0.2 | $0.0 | -7% | 6 | 0 | 0% |
| 2023-04-04 | $0.4 | -$0.2 | -49% | 10 | -4 | -40% |
| 2022-04-01 | $0.4 | -$0.2 | -52% | 10 | -4 | -40% |
| 2021-04-05 | $0.4 | -$0.2 | -52% | 10 | -4 | -40% |
| 2020-04-01 | $0.4 | -$0.2 | -45% | 9 | -3 | -33% |
| 2019-04-01 | $0.3 | -$0.1 | -40% | 7 | -1 | -14% |
| 2018-04-02 | $0.3 | -$0.1 | -41% | 7 | -1 | -14% |
| 2017-04-01 | $1.8 | -$1.6 | -89% | 10 | -4 | -40% |
| 2016-04-01 | $1.7 | -$1.5 | -88% | 10 | -4 | -40% |
| 2015-04-01 | $2.0 | -$1.8 | -90% | 11 | -5 | -45% |
| 2014-04-01 | $2.8 | -$2.6 | -93% | 11 | -5 | -45% |
| 2013-04-01 | $2.7 | -$2.5 | -92% | 10 | -4 | -40% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| LA, LA-01/31/2005, PA-04/01/2022, TX-03/22/2019 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV