Federated Equity Management Company Of Pennsylvania
- Regulatory AUM
- $14.3B
- Discretionary
- $14.3B
- Clients
- 14
- Avg AUM / client
- $1.0B
- Accounts
- 14
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of Jun 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 14 | $14.3B | 100.0% |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Auth, Stephen, Frank | Evp, Cio Equity | Oct 2003 (23y) | Less than 5% | |
| Bonnewell, George, Andrew | Vice President, Secretary | Oct 2003 (23y) | Less than 5% | |
| Donahue, John, Christopher | Trustee, Chairman | Oct 2003 (23y) | Less than 5% | |
| Donahue, Thomas, Robert | Trustee, Treasurer | Oct 2003 (23y) | Less than 5% | |
| John Basil Fisher | Trustee President Ceo | Jan 2006 (21y) | Less than 5% | |
| Stephen Paul Van Meter | Chief Compliance Officer | Jul 2015 (11y) | Less than 5% | |
| Gallagher, James, Joseph | Trustee | Jan 2018 (9y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Fii Holdings, Inc. | Shareholder | Oct 2003 | A | 75% or more |
| Federated Hermes, Inc. | Shareholder | Mar 1983 | B | ≈ 56.25% – 100% via Fii Holdings, Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Federated Hermes, Inc.: 75% – 100% of Fii Holdings, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/11/2026 | 1.6 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 11, 2026.
View current Form ADV (SEC/IAPD) ↗