FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA
Latest filing: Mar 27, 2024 (217 days ago)
AUM
$26,177,360,509
-5% change vs. 1 year ago
-31% change vs. 3 years ago
-3% change vs. 5 years ago
31% change vs. 10 years ago
Employee Count
14
-7% change vs. 1 year ago
0% change vs. 3 years ago
17% change vs. 5 years ago
17% change vs. 10 years ago
Main Office
PITTSBURGH, PA
1001 LIBERTY AVENUE, PITTSBURGH, PA, UNITED STATES, 15222-3779
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $26.2 |
| Non-Discretionary | $0.0 |
| Total | $26.2 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $26.2 |
| Institutional | $0.0 |
| Total | $26.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $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 | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
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 |
|---|---|---|---|
| FEDERATED INVESTMENT MANAGEMENT COMPANY | $501.6 | 105138 | |
| FEDERATED INVESTMENT COUNSELING | $185.5 | 105325 | |
| HERMES INVESTMENT MANAGEMENT LIMITED | $32.0 | 153104 | |
| FEDERATED HERMES (UK) LLP | $20.3 | 169087 | |
| FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. | $18.3 | 106277 | |
| HERMES GPE LLP | $10.3 | 151848 | |
| FEDERATED MDTA LLC | $6.7 | 109355 | |
| HERMES GPE (USA) INC | $1.3 | 166839 | |
| HERMES FUND MANAGERS IRELAND LIMITED | $0.0 | 319364 | |
| FEDERATED INVESTORS TRUST COMPANY | $0.0 | trust company | - |
| FEDERATED INVESTORS AUSTRALIA SERVICES LTD | $0.0 | - | |
| FEDERATED ADVISORY SERVICES COMPANY | $0.0 | 128611 | |
| FEDERATED SECURITIES CORP. | $0.0 | broker-dealer | 5009 |
| FEDERATED PRIVATE FUND OF ONE TRADE FINANCE PARTNERSHIP GENERAL PARTNER, LLC | $0.0 | - | |
| FEDERATED INTERNATIONAL SECURITIES CORP. | $0.0 | broker-dealer | 290173 |
| HERMES GPE (SINGAPORE) PTE LIMITED | $0.0 | - | |
| HERMES ALTERNATIVE INVESTMENT MANAGEMENT LIMITED | $0.0 | 168684 | |
| FEDERATED HERMES JAPAN LTD. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
9 active
| Name | Title |
|---|---|
| DONAHUE, JOHN, CHRISTOPHER | TRUSTEE, CHAIRMAN |
| DONAHUE, THOMAS, ROBERT | TRUSTEE, TREASURER |
| BONNEWELL, GEORGE, ANDREW | VICE PRESIDENT, SECRETARY |
| AUTH, STEPHEN, FRANK | EVP, CIO-EQUITY |
| FISHER, JOHN, BASIL | TRUSTEE PRESIDENT CEO |
| VAN METER, STEPHEN, PAUL | CHIEF COMPLIANCE OFFICER |
| GALLAGHER, JAMES, JOSEPH | TRUSTEE |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2024-10-01 | $26.2 | $0.0 | 0% | 14 | 0 | 0% |
| 2024-04-02 | $26.2 | $0.0 | 0% | 14 | 0 | 0% |
| 2023-04-04 | $27.7 | -$1.5 | -5% | 15 | -1 | -7% |
| 2022-04-01 | $35.2 | -$9.0 | -26% | 14 | 0 | 0% |
| 2021-04-05 | $37.7 | -$11.5 | -31% | 14 | 0 | 0% |
| 2020-04-01 | $32.3 | -$6.2 | -19% | 11 | 3 | 27% |
| 2019-04-01 | $27.0 | -$0.8 | -3% | 12 | 2 | 17% |
| 2018-04-02 | $32.9 | -$6.7 | -20% | 13 | 1 | 8% |
| 2017-04-01 | $32.0 | -$5.8 | -18% | 13 | 1 | 8% |
| 2016-04-01 | $19.6 | $6.6 | 34% | 13 | 1 | 8% |
| 2015-04-01 | $23.7 | $2.5 | 10% | 14 | 0 | 0% |
| 2014-04-01 | $20.0 | $6.2 | 31% | 12 | 2 | 17% |
| 2013-04-01 | $17.0 | $9.1 | 54% | 10 | 4 | 40% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| PA, PA-01/02/2004 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (RIC) MANAGER SELECTION |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV