Equality Asset Management, Lp
- Regulatory AUM
- $1.0B
- Discretionary
- $1.0B
- Clients
- 8
- Avg AUM / client
- $129M
- Accounts
- 8
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 8 | $1.0B | 100.0% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $362M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Equality Private Equity Partners I, Lp | Private Equity Fund | Delaware | $213M | 42 |
| Eam Investment Partners, Llc | Private Equity Fund | Delaware | $93.4M | 7 |
| Equality Private Equity Partners I (F&F), L.P. | Private Equity Fund | Delaware | $33.8M | 13 |
| Equality Private Equity Partners Parallel Fund 1 A, Lp | Private Equity Fund | Delaware | $21.6M | 3 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gomez, Gabriel, Eduardo | Managing Director | May 2018 (8y) | Less than 5% | |
| Roberts, Thomas, Scott | Cheif Executive Officer | May 2018 (8y) | 75% or more of Equality Asset Management, Inc (indirect) | |
| Schwartz, Nathaniel, Lazarus | Managing Director | May 2018 (8y) | Less than 5% | |
| Del Papa, Jeffrey | Managing Director | Sep 2018 (8y) | Less than 5% | |
| Hayes, Andrew, Cavanaugh | Chief Financial Officer/Chief Compliance Officer | Jun 2020 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Equality Asset Management Holdings, Lp | Limited Partner | May 2018 | A | 75% or more |
| Equality Asset Management, Inc | General Partner | May 2018 | B | GP / trustee / elected manager of Equality Asset Management Holdings, Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Private funds (4, $362M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Equality Private Equity Partners I, Lp | Private Equity Fund | $213M | $250K | 42 |
| Eam Investment Partners, Llc | Private Equity Fund | $93.4M | $100K | 7 |
| Equality Private Equity Partners I (F&F), L.P. | Private Equity Fund | $33.8M | $200K | 13 |
| Equality Private Equity Partners Parallel Fund 1 A, Lp | Private Equity Fund | $21.6M | $100K | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.62 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
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having 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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗