EQUITABLE ADVISORS, LLC · Tank Allocator Loader

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EQUITABLE ADVISORS, LLC

UUID30417abf-8fab-5305-ab09-381dc5c0fcb3

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:48

Updated2025-10-23 02:24:38

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	6627	6627	—	1.0
sec_file_number	801-14065	801-14065	—	—

Profile

WebsiteHTTP://EQUITABLE.COM

HQ CityNEW YORK

HQ StateNY

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)34,656,353,594.0
RAUM (discretionary)14,832,843,278.0
Actionable assets26,562,317,604.0
Accounts83,633.0

Institutional Clients

Government AUM0.0
Pension AUM466,087,333.0
Charitable AUM479,666,600.0
HNW AUM25,066,187,449.0

As of 2025-07-16 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
BONADONNA, MARYJEAN ELIZABETH	CHIEF RISK OFFICER	OFFICER	—	{"filing_id": "2004255", "owner_id": "3199562", "source": "adv_part1", "table": "Schedule_A_B"}
BOYLAN, PATRICIA AGNES	BROKER DEALER CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2004255", "owner_id": "3231492", "source": "adv_part1", "table": "Schedule_A_B"}
BROWNING, RALPH EDWARD II	CHIEF PRIVACY OFFICER	OFFICER	—	{"filing_id": "2004255", "owner_id": "6914526", "source": "adv_part1", "table": "Schedule_A_B"}
CANNON, CHRISTIAN JAMES	VICE PRESIDENT AND GENERAL COUNSEL	OFFICER	—	{"filing_id": "2004255", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
EQUITABLE DISTRIBUTION HOLDING CORPORATION	MEMBER	OFFICER	—	{"filing_id": "2004255", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
EQUITABLE FINANCIAL SERVICES, LLC	SHAREHOLDER	OFFICER	—	{"filing_id": "2004255", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
EQUITABLE HOLDINGS, INC.	MEMBER	OFFICER	—	{"filing_id": "2004255", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
JONES, GINA MARIE	VICE PRESIDENT AND FINANCIAL CRIME OFFICER	OFFICER	—	{"filing_id": "2004255", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
KARR, DAVID WHITCOMB	CHAIRMAN OF THE BOARD AND CHIEF EXECUTIVE OFFICER	OFFICER	—	{"filing_id": "2004255", "owner_id": "1852445", "source": "adv_part1", "table": "Schedule_A_B"}
LANE, NICHOLAS BURRITT	DIRECTOR	OFFICER	—	{"filing_id": "2004255", "owner_id": "4994948", "source": "adv_part1", "table": "Schedule_A_B"}
LARUSSA, CHRISTOPHER JOHN	INVESTMENT ADVISOR CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2004255", "owner_id": "4728315", "source": "adv_part1", "table": "Schedule_A_B"}
MASSA, FRANK ANGELO JR	PRESIDENT/DIRECTOR	OFFICER	—	{"filing_id": "2004255", "owner_id": "2241858", "source": "adv_part1", "table": "Schedule_A_B"}
MELLIN, JAMES PATRICK	CHIEF SALES OFFICER	OFFICER	—	{"filing_id": "2004255", "owner_id": "1859557", "source": "adv_part1", "table": "Schedule_A_B"}
SCAPPATOR, CANDACE LYNN	CONTROLLER/FINOP/PRINCIPAL FINANCIAL OFFICER	OFFICER	—	{"filing_id": "2004255", "owner_id": "4697607", "source": "adv_part1", "table": "Schedule_A_B"}
SMITH, JANE LYNN	ASSISTANT VICE PRESIDENT	OFFICER	—	{"filing_id": "2004255", "owner_id": "2158938", "source": "adv_part1", "table": "Schedule_A_B"}
TIAN, QI NING	DIRECTOR	OFFICER	—	{"filing_id": "2004255", "owner_id": "6166914", "source": "adv_part1", "table": "Schedule_A_B"}
ZHANG, YUN	DIRECTOR	OFFICER	—	{"filing_id": "2004255", "owner_id": "7600833", "source": "adv_part1", "table": "Schedule_A_B"}
ZIMMERER, TRACY	VICE PRESIDENT, PRINCIPAL OPERATIONS OFFICER	OFFICER	—	{"filing_id": "2004255", "owner_id": "4275481", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:38 • csv
```
{
  "date_submitted": "09/26/2025 02:14:34 PM",
  "filing_id": "2004255",
  "reg_type": "IA"
}
```