Equitas Capital Advisors LLC

  • Financial Services
  • New Orleans LA
  • 10 employees
  • Financial Services
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Company Overview

Headquarters
365 Canal Street Suite 3050, New Orleans LA
Website
equitas-capital.com
Phone
(614) 299-2437
Employees
10
Founded in
2002
Industry
Financial Services
NAICS Code
NAICS Code 621 Companies
NAICS Code 5239 Companies
NAICS Code 523 Companies
NAICS Code 62 Companies
NAICS Code 52393 Companies
NAICS Code 52 Companies
SIC Code
SIC Code 62 Companies
SIC Code 83 Companies
SIC Code 832 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$107B

Total Funding Amount

$2M

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Who is Equitas Capital Advisors LLC

Equitas Capital Advisors LLC is a limited liability company based in New Orleans, Louisiana. The firm employs 10 individuals and generates an annual revenue of $106.9 million. Equitas Capital Advisors specializes in providing financial solutions tailored to the unique needs of their diverse clientele. They serve corporations, endowments, foundations, family offices, and high net worth individuals. As consultants, their primary focus is on designing, building, and delivering customized financial strategies for their investors. What sets Equitas Capital Advisors apart is their unique approach, blending the comprehensive resources of a large corporation with the personalized attention and flexibility of a local, independent firm. This allows them to offer a highly customized and responsive service experience to their clients. For more information or to discuss your financial planning needs, please visit their website at equitas-capital.com.

Company Leadership

Derek Fossier

President

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Mike DArrigo

Owner

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David Thomas

CEO

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Sue Christina

Director of Administration

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Equitas Capital Advisors LLC Industry Tags

Institutional and High Net Worth Investment Management Consulting Services
asset allocation
investment policy
investment manager search and evaluation
performance measurement
investment style analysis
Financial Services
Financial Advisory Services
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Equitas Capital Advisors LLC Tech Stack

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105M 99 Weston, MA
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FAQ

What is the location of Equitas Capital Advisors LLC's headquarters?
The headquarters of Equitas Capital Advisors LLC are situated at 365 Canal Street Suite 3050, New Orleans LA
What is Equitas Capital Advisors LLC's phone number?
Equitas Capital Advisors LLC's contact number is (614) 299-2437.
What is Equitas Capital Advisors LLC's official website?
The official website of Equitas Capital Advisors LLC can be found at equitas-capital.com.
What is Equitas Capital Advisors LLC's current revenue?
As of May 2020, Equitas Capital Advisors LLC's annual revenue reached $107B.
How many employees does Equitas Capital Advisors LLC currently have?
Equitas Capital Advisors LLC employs approximately 10+ people as of May 2020
Which industries is Equitas Capital Advisors LLC primarily operating in?
Equitas Capital Advisors LLC operates in the following industries: Finance, Credit
Who is the President of Equitas Capital Advisors LLC?
Equitas Capital Advisors LLC's President is Derek Fossier
What are Equitas Capital Advisors LLC's industry tags?
Equitas Capital Advisors LLC's industry tags include: Institutional and High Net Worth Investment Management Consulting Services, asset allocation, investment policy
What is Equitas Capital Advisors LLC's total funding to date?
Equitas Capital Advisors LLC has secured $2M as of May 2020
When was Equitas Capital Advisors LLC founded?
Equitas Capital Advisors LLC was founded in 2002.

Employee Directory

Key Employees

David Thomas

Owner

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Trina St. Julien

Director of Operations | Executive Administrator

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