Federated Equity Management Company Of Pennsylvania (Pittsburgh)

Name: Federated Equity Management Company Of Pennsylvania
Address: Federated Investors Tower, Pittsburgh, PA, 15222 3779
Telephone: (412) 288-1900

Federated Equity Management Company Of Pennsylvania is a large advisory firm based in Pittsburgh. It manages $26.97 billion of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Pennsylvania.

Federated Equity Management Company Of Pennsylvania provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Federated Equity Management Company Of Pennsylvania: assets under management

The assets under management (AUM) of Federated Equity Management Company Of Pennsylvania is $26.97 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $26.97 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.5 billion each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Federated Equity Management Company Of Pennsylvania for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Federated Equity Management Company Of Pennsylvania serves?

The only and largest group of clients of Federated Equity Management Company Of Pennsylvania is investment companies with 18 clients and $26.97 billion of assets under management. Among the 7 most similar advisory firms, Federated Equity Management Company Of Pennsylvania has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $26.97 billion for 18 clients. None of the firm’s clients are foreign persons or businesses.

Federated Equity Management Company Of Pennsylvania doesn't advise any private funds.

Careers at Federated Equity Management Company Of Pennsylvania

The company employs 12 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Fii Holdings	Shareholder	1 Oct 2003	75% - 100%	51-0269881
John Christopher Donahue	Trustee, chairman	1 Oct 2003	Other	814703
Mark Douglas Olson	Trustee	1 Oct 2003	Other	4330284
Thomas Robert Donahue	Trustee, treasurer	1 Oct 2003	Other	2766434
George Andrew Bonnewell	Vice president, secretary	1 Oct 2003	Other	2182042
Brian Paul Bouda	Chief compliance officer	1 Oct 2003	Other	2530800
Stephen Frank Auth	Evp, cio-equity	1 Oct 2003	Other	2694169
Mark Douglas Olsen	Trustee	1 Oct 2003	Other	4330284
Keith Morgan Schappert	Trustee, president	1 Oct 2003	Other	4329089
John Basil Fisher	Trustee president ceo	1 Jan 2006	Other	707411
Stephen Paul Van Meter	Chief compliance officer	1 Jul 2015	Other	6020413
James Joseph Gallagher	Trustee	1 Jan 2018	Other	6918914

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Federated Investors	Shareholder	1 Mar 1983	75% - 100%	25-1111467

Based in Pittsburgh

The principal office where Federated Equity Management Company Of Pennsylvania performs its advisory services is located at Federated Investors Tower, Pittsburgh, PA 15222 3779, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (412) 288-1900 or by fax (412) 288-3939. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at federatedinvestors.com.