{
  "crd_number": 128610,
  "slug": "federated-equity-management-company-of-pennsylvania-pittsburgh-pa-128610",
  "primary_business_name": "FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA",
  "legal_name": "FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA",
  "dbas": [],
  "city": "Pittsburgh",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "38300",
  "metro": {
    "cbsa_code": "38300",
    "common_name": "Pittsburgh",
    "msa_name": "Pittsburgh, PA",
    "path": "/advisors/pa/pittsburgh"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2003-11-28",
  "years_registered": 22,
  "period": "2026-10-01",
  "filing_date": "2026-09-08",
  "carried_forward": false,
  "raum_total": 14251385140.0,
  "raum_discretionary": 14251385140.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 15,
  "advisory_employees": 15,
  "client_count_bucket": null,
  "clients_by_type": {
    "investment_companies": {
      "raum": 14251385140.0,
      "count": 14
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_investment_companies",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "PA"
  ],
  "websites": [
    "https://facebook.com/FEDERATEDHERMESINC",
    "https://federatedhermes.com/US/HOME.DO",
    "https://linkedin.com/COMPANY/FEDERATED-HERMES",
    "https://x.com/FEDERATEDHERMES",
    "https://youtube.com/C/FEDERATEDHERMESINC"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/128610",
  "city_as_filed": "PITTSBURGH",
  "url": "https://advisorcensus.com/firm/federated-equity-management-company-of-pennsylvania-pittsburgh-pa-128610",
  "display_name": "Federated Equity Management Company of Pennsylvania",
  "summary": "Federated Equity Management Company of Pennsylvania is an SEC-registered investment advisory firm in Pittsburgh, PA, registered since 2003, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 8, 2026.",
  "citation": "AdvisorCensus. Federated Equity Management Company of Pennsylvania (CRD 128610): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Federated Equity Management Company of Pennsylvania compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Federated Equity Management Company of Pennsylvania reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Federated Equity Management Company of Pennsylvania located?",
      "a": "Federated Equity Management Company of Pennsylvania's principal office is in Pittsburgh, PA, according to its Form ADV."
    },
    {
      "q": "Is Federated Equity Management Company of Pennsylvania registered with the SEC or a state?",
      "a": "Federated Equity Management Company of Pennsylvania is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 128610."
    },
    {
      "q": "How much does Federated Equity Management Company of Pennsylvania manage?",
      "a": "Federated Equity Management Company of Pennsylvania reports $14,251,385,140 in regulatory assets under management in its Form ADV filing dated September 8, 2026 (100% discretionary)."
    },
    {
      "q": "How have Federated Equity Management Company of Pennsylvania's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Federated Equity Management Company of Pennsylvania: Regulatory assets under management: $37,723,168,708 in the October 2021 data and $14,251,385,140 in the October 2026 data, down 62%. Total employees: 14 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Federated Equity Management Company of Pennsylvania serve?",
      "a": "By number of clients on Form ADV Item 5.D: investment companies (14)."
    },
    {
      "q": "Does Federated Equity Management Company of Pennsylvania report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/128610"
    },
    {
      "q": "What changed in Federated Equity Management Company of Pennsylvania's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 37723168708.0,
      "total_employees": 14,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 35188784662.0,
      "total_employees": 14,
      "filing_date": "2022-03-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 27678535445.0,
      "total_employees": 15,
      "filing_date": "2023-03-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 26177360509.0,
      "total_employees": 14,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 12785649712.0,
      "total_employees": 14,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 14251385140.0,
      "total_employees": 15,
      "filing_date": "2026-09-08"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 14 to 15.",
        "Regulatory assets under management went from $12,785,649,712 to $14,251,385,140 (+11%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/federated-equity-management-company-of-pennsylvania-pittsburgh-pa-128610.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 14,
      "fewer_than_5": false,
      "raum": 14251385140.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/128610",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}