Investment adviser · CRD 123747

THE SOCIAL EQUITY GROUP, INC.

Investment adviser filing (IA)

BERKELEY, CA, United States · Form ADV filed Jan 23, 2012

Regulatory AUM
$49.3M
Form ADV · Item 5.F
Client accounts
105
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

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

This filing answers No to private funds.

Services & filing details

Most recent filing: Jan 23, 2012. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly

Principal office

2550 9TH STREET, SUITE 204A
BERKELEY, CA, 94710, United States

CRD 123747

Filing source

Form ADV 599041 · Jan 23, 2012 · 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.