# Federated Equity Management Company of Pennsylvania

> 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.

- CRD: 128610
- Filed as: FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pittsburgh, PA
- Filing period: October 2026
- Form ADV filing dated: September 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/128610
- AdvisorCensus page: https://advisorcensus.com/firm/federated-equity-management-company-of-pennsylvania-pittsburgh-pa-128610

## Quick answers

**How is Federated Equity Management Company of Pennsylvania compensated?**
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.

**Where is Federated Equity Management Company of Pennsylvania located?**
Federated Equity Management Company of Pennsylvania's principal office is in Pittsburgh, PA, according to its Form ADV.

**Is Federated Equity Management Company of Pennsylvania registered with the SEC or a state?**
Federated Equity Management Company of Pennsylvania is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 128610.

**How much does Federated Equity Management Company of Pennsylvania manage?**
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).

**How have Federated Equity Management Company of Pennsylvania's assets and staff changed since 2021?**
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.

**What types of clients does Federated Equity Management Company of Pennsylvania serve?**
By number of clients on Form ADV Item 5.D: investment companies (14).

**Does Federated Equity Management Company of Pennsylvania report any disciplinary disclosures?**
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

**What changed in Federated Equity Management Company of Pennsylvania's recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $14,251,385,140
- Discretionary: $14,251,385,140
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 14 | $14,251,385,140 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2003 (22 years)
- Employees: 15 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [federatedhermes.com/US/HOME.DO](https://federatedhermes.com/US/HOME.DO)
- Facebook @FEDERATEDHERMESINC
- LinkedIn @FEDERATED-HERMES
- X @FEDERATEDHERMES
- YouTube @FEDERATEDHERMESINC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $37,723,168,708 | 14 | March 30, 2021 |
| October 2022 | $35,188,784,662 | 14 | March 29, 2022 |
| October 2023 | $27,678,535,445 | 15 | March 29, 2023 |
| October 2024 | $26,177,360,509 | 14 | March 27, 2024 |
| October 2025 | $12,785,649,712 | 14 | March 27, 2025 |
| October 2026 | $14,251,385,140 | 15 | September 8, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### July 2026
- Updated its list of owners and control persons (Schedule A).

### May 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Federated Equity Management Company of Pennsylvania (CRD 128610): Form ADV filing data as of October 2026.
