Company Profile
Industry:Financial Services, Financial Consultant, Investment Advice, Management Consulting Services, Financial Advisory Services
Registration:Aug 23, 2002
Site:equitas-capital.com
Phone:
Description:Equitas is an independent investment advisory consulting firm established in 2002 and domiciled in New Orleans, Louisiana. Equitas' clients include endowments, foundations, corporations (public and private), corporate and individual retirement plans, family offices and high net worth individuals. Equitas was established to be a unique company that blends the resources of a large financial institution with the flexibility of a small local firm whose interests are aligned its clients.
Addresses:365 Canal Street, Suite 3050, New Orleans, LA 70130
C/O David S. Thomas, New Orleans, LA 70130 (Mailing)
909 Poydras St, New Orleans, LA 70112
State ID:35326744K
Business type:Limited Liability Company
Members (13):David S. Thomas / Member, Owner, Chief Executive Officer 365 Canal Street, New Orleans, LA 70130 (Physical) Paula Lopez / Controller Patrick M. Mendelson / Director of Operations, Director Of Operations Henry J. Bodenheimer / Member, Senior Investment Management Consultant Executive Director Robert L. Pettit / Member, CTO Sue Christina / Director Of Administration Tonda Pierre / Operations Administrator Luis Zervigon / Investment Management Consultant Akos Beleznay / Director Of Consulting Research Marian Bonnette / Receptionist And Operations Assistant Sanford Bernstein / C-Level Marketing, inactive Beth Held / Board of Directors, inactive Mary Conners / Board of Directors, inactive
SIC:6282 - Investment Advice
SIC6:874299 - Management consulting services, nec
Founded:2002
Categories:Financial Services
Specialties:Institutional and High Net Worth Investment Management Consulting Services, asset allocation, investment policy, investment manager search and evaluation, performance measurement, investment style analysis
Products:Investment Planning
Company size:11-50 employees
Summary
The professional industries of the organization Equitas Capital Advisors, Llc are Financial Services, Financial Consultant, Investment Advice, Management Consulting Services, Financial Advisory Services. The organization Equitas Capital Advisors, Llc was established in 2002. We have found information about 13 employees who work here. Equitas Capital Advisors is located at the address 365 Canal St SUITE 3050, New Orleans, LA 70130. The organization has more than two offices. Call the organization at phones: 504-569-9600 or 504-569-9650. To visit the official website of Equitas Capital Advisors, please click here.
Who has worked at Equitas Capital Advisors, LLC
| Position at Equitas Capital Advisors, LLC | Previous job position | |
|---|---|---|
| Edward Shanklin | Managing DirectorSince Jan 2012 |
Melvin SecuritiesSenior Director Jan 2004 - Dec 2010 |
| Trina St. Julien | Director of Operations & Executive AdministratorSince Sep 2010 Executive AdministratorSep 2001 - Nov 2004 |
Capital One Southcoast, IncSales Assistant II Sep 2006 - May 2010 |
Former Employees
| Position at Equitas Capital Advisors, LLC | Next job position | |
|---|---|---|
| Derek Fossier | AnalystSince Jun 2008 |
Crescent City ClearingCo-Founder and CFO Since Oct 2010 |
| Johanna Kasper | Business Development ConsultantJan 2011 - Sep 2011 |
AptifyBusiness Analyst Since May 2012 |
| John Suarez | Hedge Fund Summer AssociateJun 2008 - Aug 2008 |
Merrill LynchFinancial Advisor Since May 2010 |
| Robert Morgan | Analyst Assistant2010 - 2013 |
|
| Wei-Yin Ko | Intern, Investment AnalysisJan 2014 - Mar 2014 |
The Benchmark Company, LLCEquity Research Spring Analyst Since Mar 2014 |