Investment adviser · CRD 124471

EQUITAS CAPITAL ADVISORS,LLC

Investment adviser filing (IA)

NEW ORLEANS, LA, United States · Form ADV filed Mar 30, 2026

Regulatory AUM: $214M
Client accounts: 46
Employees: 6
Advisory professionals: 5

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Charities	8	$129,060,779	60.2%
High-net-worth individuals	24	$68,864,562	32.1%
Individuals	13	$9,467,874	4.4%
Pooled investment vehicles	1	$6,842,968	3.2%

Filing source

Form ADV 2082387 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

EQUITAS EVERGREEN FUND, L.P.Hedge Fund · Last reported Mar 30, 2026$45MGross asset value

Form D fundraising filings

EQUITAS EVERGREEN FUND LP

Fund administrator SS&C TECHNOLOGIES NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor EISNER AMPER NEW YORK, New York, United States

Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

EISNER AMPER
PCAOB 274

PERSHING LLC
SEC 8-17574

Fund details & source

Fund ID: 805-2097053677
Reported beneficial owners: 26
Minimum commitment: $1M
Form D file number: 021-58744

Form ADV 2082387 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

365 CANAL STREET, SUITE 3050
NEW ORLEANS, LA, 70130, United States

CRD 124471

Filing source

Form ADV 2082387 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.