# THE SOCIAL EQUITY GROUP, INC.

THE SOCIAL EQUITY GROUP, INC. of BERKELEY, CA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 123747
- Type: SEC-registered investment adviser
- SEC file number: 801-67244
- Location: 2550 9TH STREET, SUITE 204A, BERKELEY, CA, 94710
- Phone: (415) 831-5953
- Latest filing: 2026-03-12
- Clients: 1

## Business model

- Compensation: Hourly
- Clients served: Other

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| [MEANEY DUNCAN JOHN](https://search.stillhousedata.com/person/745098) | CHIEF COMPLIANCE OFFICER; PRESIDENT, SECRETARY, TREASURER; PRESIDENT, SECRETARY, TREASURER, (10.2006) CHIEF COMPLIANCE OFFICER | — |
| [FREUND RON](https://search.stillhousedata.com/person/776915) | VICE PRESIDENT, DIRECTOR OF ASSET ALLOCATION | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/123747/brochure
- Similar advisers: https://search.stillhousedata.com/firm/123747/similar
- Related entities: https://search.stillhousedata.com/firm/123747/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/123747

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.