# Equitable

Equitable is an Asset Manager based in New York, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 1859
- **Assets under management:** Undisclosed
- **Website:** equitable.com
- **LinkedIn:** https://www.linkedin.com/company/equitable

## Regulatory record

- **CRD number:** 156933
- **SEC file number:** 801-72220
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/156933

## About

Equitable is an SEC-registered investment adviser in New York, NY, registered since 2011. The firm manages $167.2 billion in regulatory assets. It has 67 employees and 11 investment advisers.

## Sectors

- Real Estate
- Private Credit
- Infrastructure
- Secondaries & Special Situations

## People

- Mark Pearson — President and Chief Executive Officer

## Questions

### Who runs investment decisions inside Equitable's general account?

Equitable Investment Management oversees direct general account allocations, working alongside AllianceBernstein, where Equitable holds majority ownership. AB runs the public-platform portfolios and a growing private alternatives business that manages capital for both Equitable's balance sheet and third-party institutional clients. The CEO, Mark Pearson, sets strategic asset-allocation parameters with input from both entities' investment committees.

### How does Equitable source private credit and real estate deals?

Deal flow runs through AllianceBernstein's 400-plus investment professionals, supplemented by Equitable Investment Management's direct origination team. AB CarVal, acquired in 2022, brings a dedicated 180-person team focused on opportunistic credit and clean-energy investments globally. The general account's insurance liabilities enable consistent deployment regardless of market windows, making Equitable a preferred counterparty for sponsors seeking certainty of close.

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

Both. The general account commits as a limited partner to AllianceBernstein-sponsored funds, makes direct co-investments alongside those funds, and originates bilateral private credit facilities. The AB CarVal series is the primary fund-commitment vehicle, while Equitable Investment Management handles direct real estate equity and mortgage loans on the balance sheet.

### Where does the underlying capital come from?

Equitable's investment capital originates primarily from policyholder premiums tied to life insurance, annuity, and retirement products sold in the United States. The firm's 2018 separation from AXA transformed what had been a wholly-owned insurance subsidiary into an independent public company, now augmented by institutional third-party assets gathered through AllianceBernstein's fund management business.

### What investment stages or asset classes does Equitable explicitly avoid?

Equitable does not invest general account assets in venture capital or early-stage technology companies. The liability profile demands cash-flowing assets with measurable credit risk rather than speculative equity appreciation. The general account also avoids commodities futures and direct hedge fund allocations, preferring private credit, commercial real estate, and investment-grade fixed income for the core portfolio.

## Related profiles

- [Equip Ventures](https://altss.com/profile/equip-ventures)
- [Equitek Capital](https://altss.com/profile/equitek-capital)

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Last updated: 2026-06-03T20:00:00.000Z

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