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EQUITAS CAPITAL ADVISORS,LLC

NEW ORLEANS, LA · CRD 124471 · IAPD ↗ · 504-569-9600

$214.2MRegulatory AUM
5Advisory reps
6Employees
0Clients
0Planning clients
1Private funds
2States
5Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2024 — EQUITAS CAPITAL ADVISORS,LLC reported RAUM down 45% ($393.0M -> $217.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
April 2024 — EQUITAS CAPITAL ADVISORS,LLC's Item 11 disclosure-reporting entries rose by 1 (4 -> 5).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
50
April 2024 — EQUITAS CAPITAL ADVISORS,LLC shrank from 8 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.