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EQUALITY ASSET MANAGEMENT

BOSTON, MA · CRD 300710 · IAPD ↗ · equalityassetmanagement.com · 617-420-1770

$1.03BRegulatory AUM
9Advisory reps
10Employees
0Clients
0Planning clients
8Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — EQUALITY ASSET MANAGEMENT crossed $1B in regulatory AUM ($519.4M -> $1.03B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
April 2025 — EQUALITY ASSET MANAGEMENT crossed $500M in regulatory AUM ($361.8M -> $519.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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