# Equitable Trust

Equitable Trust is a Multi Family Office based in Nashville, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Nashville, United States
- **Region:** North America
- **Founded:** 1978
- **Assets under management:** 2243 (Altss estimate)
- **Website:** equitableco.com
- **LinkedIn:** https://www.linkedin.com/company/equitable-advisors-inc

## Regulatory record

- **Reports private funds:** No

## About

Equitable Trust traces its lineage to Equitable Securities, which was acquired by American Express in 1968 and later by SunTrust in 1997. Thomas R. Steele, Kirk Scobey, and William Cammack executed the 2002 buyout from SunTrust that restored independence. The firm invests in public equities including positions in Amazon, Transdigm Group, and APi Group as of 2025. It also holds real estate assets such as the 1817 Tyne Blvd residence and Church Street parcels in Nashville. Allocations extend to private vehicles including REMS Real Estate Value-Opportunity Fund and Clifford Capital Partners Fund. Geographic exposure centers on North America with additional holdings in global equities and gold. Equitable Trust employs reporting platforms from Black Diamond and Trust Reporter. It sponsors events including the Nashville Bar Association Annual Meeting in December 2024. The firm manages the Caritas Foundation, which distributed $166,000 in recent grants to local organizations. Employee ownership distinguishes the firm from bank-affiliated peers. It selects independent boutique managers for alternatives while executing direct public equity trades.

## Sectors

- Real Estate
- Private Equity
- Private Credit
- Hedge Funds

## People

- Thomas R. Steele — Executive Chairman and Founder
- Ross D. Van Dusen — Partner and Co-Chief Investment Officer
- Wickliffe Walker — Partner and Co-Chief Fiduciary Officer

## Questions

### Who runs investment decisions at Equitable Trust?

Thomas R. Steele serves as Executive Chairman. Ross D. Van Dusen acts as Co-Chief Investment Officer alongside Wickliffe Walker as Co-Chief Fiduciary Officer.

### Does Equitable Trust participate in fund commitments or only direct deals?

The firm commits to third-party funds including REMS Real Estate Value-Opportunity Fund and Clifford Capital Partners Fund. It also selects individual public equities directly.

### What investment stages does Equitable Trust typically target?

Confirmed exposure includes growth equity and large cap buyout strategies through both direct holdings and fund commitments.

### How is Equitable Trust related to Vanderbilt University?

Equitable Trust is the successor to Equitable Securities, which helped found the Owen Graduate School of Management at Vanderbilt.

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- [Royal Borough of Kensington and Chelsea Superannuation Fund](https://altss.com/profile/royal-borough-of-kensington-and-chelsea-superannuation-fund)
- [Anglicare Sydney](https://altss.com/profile/anglicare-sydney)

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Last updated: 2026-08-10T15:54:10.904Z

Canonical page: https://altss.com/profile/equitable-trust

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