# EQUITABLE INVESTMENT MANAGEMENT, LLC

EQUITABLE INVESTMENT MANAGEMENT, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 322513
- Type: SEC-registered investment adviser
- SEC file number: 801-126365
- Location: 1345 AVENUE OF THE AMERICAS, NEW YORK, NY, 10105
- Phone: 212-314-5051
- Latest filing: 2026-03-27
- Regulatory AUM: $1.5B
- Discretionary AUM: $1.5B
- Clients: 67
- Accounts: 8

## Business model

- Compensation: % of AUM
- Clients served: Charities, Other

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| Steven Michael Joenk | DIRECTOR, CHAIRMAN OF THE BOARD, AND CHIEF EXECUTIVE OFFICER | — |
| Joseph John Paolo | SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Brian E Mi Only Walsh | DIRECTOR AND SENIOR VICE PRESIDENT | — |
| Kenneth Thomas Kozlowski | DIRECTOR, EXECUTIVE VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | — |
| Shane Daly | EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL, AND SECRETARY | — |
| Jessica Lynn Baehr | DIRECTOR AND PRESIDENT; PRESIDENT AND CHIEF OPERATING OFFICER | — |
| KOZLOWSKI KENNETH THOMAS | DIRECTOR AND EXECUTIVE VICE PRESIDENT; DIRECTOR, EXECUTIVE VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | — |
| JOENK STEVEN MICHAEL | DIRECTOR, CHAIRMAN OF THE BOARD AND CHIEF EXECUTIVE OFFICER; DIRECTOR, CHAIRMAN OF THE BOARD, AND CHIEF EXECUTIVE OFFICER; DIRECTOR, CHAIRMAN OF THE BOARD, CHIEF EXECUTIVE OFFICER AND PRESIDENT | — |
| PAOLO JOSEPH JOHN | SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER; VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| WALSH BRIAN E MI ONLY | DIRECTOR AND SENIOR VICE PRESIDENT | — |
| MACGREGOR WILLIAM T | EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL AND SECRETARY | — |
| Lopatin MICHAL Levy | 4234096; DIRECTOR, EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER; DIRECTOR, PRESIDENT AND CHIEF OPERATING OFFICER | — |
| BAEHR JESSICA LYNN | PRESIDENT AND CHIEF OPERATING OFFICER | — |
| Daly Shane | EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL, AND SECRETARY | — |
| Brian E (Mi Only) Walsh | DIRECTOR AND SENIOR VICE PRESIDENT | — |
| Andrew Christopher Houston | SENIOR VICE PRESIDENT AND CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/322513/brochure
- Similar advisers: https://search.stillhousedata.com/firm/322513/similar
- Related entities: https://search.stillhousedata.com/firm/322513/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/322513

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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.