Asset Manager

Updated:

American Stock Transfer & Trust Company

American Stock Transfer & Trust Company (EQ) provides transfer agency, cap table management, and shareholder services to thousands of US corporate clients.

American Stock Transfer & Trust Company

American Stock Transfer & Trust Company, now branded as EQ, is a transfer agent and shareholder services provider headquartered in the United States. The firm was originally founded to handle stock transfer and registration, and today serves corporate issuers, equity plan sponsors, and individual shareholders. EQ's core business is administering the ownership records of public and private companies. EQ offers a suite of platforms, including a Cap Table Management product, an Ownership Intelligence platform, a corporate and mutual fund proxy campaign tool, and a lost asset recovery service. These tools serve clients across corporate actions, shareholder communications, and data reconciliation. The firm emphasizes responsible business practices—collaboration, equity, and sustainability—as part of its operational ethos. The company's website provides separate portals for individuals, corporate clients, and brokers/attorneys, indicating a multi-stakeholder service model. No named principals, team size, AUM, or recent material events are disclosed on the public site. The firm appears to focus on infrastructure and administration, not asset management or investment. EQ's structural differentiator is its focus on transfer agency and shareholder data management, a niche distinct from investment management. This positions the firm as a technology-enabled services provider for corporate governance and equity administration, rather than a capital allocator.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Corporate office

United States

Frequently asked questions

What services does American Stock Transfer & Trust Company (EQ) offer?

EQ provides transfer agency, cap table management, ownership intelligence, corporate and mutual fund proxy campaign management, and lost asset recovery services. These tools help issuers and shareholders manage equity records and communications.

Who are EQ's typical clients?

EQ serves corporate issuers, equity plan sponsors, company representatives, individual shareholders, brokers, and attorneys. The firm offers separate login portals for each group.

Is American Stock Transfer & Trust Company an asset manager?

No. EQ is a transfer agent and shareholder services provider. It does not manage investment portfolios or deploy capital on behalf of clients; it administers ownership records and facilitates corporate communications.

What is the relationship between American Stock Transfer and EQ?

American Stock Transfer & Trust Company now operates under the brand EQ. The firm's website states 'AST is now EQ' and redirects users to EQ portals.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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