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365 Canal Street Suite 3050, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-04 |
| LA | RA | APPROVED | 2012-10-12 |
Branch Locations
365 Canal Street Suite 3050, New Orleans, LA 70130 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitas Capital Advisors, Llc | New Orleans | LA | 09/2002 | Present |
| Equitas Partners | New Orleans | LA | 05/2003 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2006 | Present |
1)EQUITAS CAPITAL ADVISORS LLC, INVESTMENT RELATED, 365 CANAL STREET, SUITE 3050 NEW ORLEANS LA 70130, RIA, CEO, SINCE 9/2002. 160 HOURS/MONTH ALL DURING TRADING HOURS, MANAGING PARTNER. 2) EQUITAS PARTNERS LLC, INVESTMENT RELATES, 365 CANAL STREET, SUITE 3050 NEW ORLEANS LA 70130, SINCE 5/2003, 80 HOURS/MONTH, MANAGING PARTNER.3) EQUITAS EVERGREEN FUND, LP; YES; 1377 MOTOR PARKWAY, STE. 406, ISLANDIA, NY 11749; HEDGE FUND OF FUNDS; MANAGING MEMBER OF THE GENERAL PARTNER; JUNE 2002; PORTFOLIO ADVISER, MEMBER OF THE INVESTMENT COMMITTEE FOR THE FUND, MARKET OFFERING TO NEW INVESTORS, AND CHIEF COMPLIANCE OFFICER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1980-11-24 |
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