Data / Investment advisers / Pennsylvania / Federated Equity Management Company of Pennsylvania
Federated Equity Management Company of Pennsylvania, Pittsburgh, PA: $14.3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Federated Equity Management Company of Pennsylvania is an SEC registered investment adviser with its main office in Pittsburgh, Pennsylvania and reports $14.3 billion in regulatory assets under management in its Form ADV filed September 8, 2026. Its clients include investment companies. It is paid through a percentage of assets under management.
The request: Watch Federated Equity Management Company of Pennsylvania (CRD number 128610): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 128610
- SEC file number
- 801-62501
- SEC status
- Approved, effective November 28, 2003
- Main office
- 1001 Liberty Avenue, Pittsburgh, PA 15222
- Phone
- (412) 288-1900
- Regulatory AUM
- $14,251,385,140 in the Form ADV filed September 8, 2026
- Discretionary AUM
- $14,251,385,140
- Accounts
- 14
- Employees
- 15, of which 15 give investment advice
- Form of organization
- Statutory Trust
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 8, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 14 | $14.25 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $14.25 billion | March 27, 2026 |
| December 1, 2025 | $12.79 billion | March 27, 2025 |
Other advisers in Pittsburgh
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Mellon Investments Corporation | Pittsburgh | $873.87 billion | Not listed | adviserinfo.sec.gov |
| Federated Investment Management Company | Pittsburgh | $590.10 billion | Not listed | adviserinfo.sec.gov |
| Federated Investment Counseling | Pittsburgh | $207.21 billion | 3 | adviserinfo.sec.gov |
| PNC Wealth Management | Pittsburgh | $30.27 billion | Not listed | adviserinfo.sec.gov |
| Greycourt & Co., Inc. | Pittsburgh | $6.61 billion | Not listed | adviserinfo.sec.gov |
| Incline Equity Partners | Pittsburgh | $5.96 billion | 32 | adviserinfo.sec.gov |
| Allegheny Financial Group | Pittsburgh | $5.59 billion | 13 | adviserinfo.sec.gov |
| Schneider Downs Wealth Management Advisors, LP | Pittsburgh | $3.31 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Pittsburgh, PA
- Investment advisers in Pennsylvania
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving investment companies
- Federated Equity Management Company of Pennsylvania on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.