Clients
Federated Equity Management Company of Pennsylvania serves 14 clients. The average client has about $1.02 billion with the firm.
- Investment companies14 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 14 | $14,251,385,140 | 100.0% | $1.02B |
| Total | 14 | $14,251,385,140 | 100% | $1.02B |
- Clients
- 14
- Regulatory AUM
- $14,251,385,140
- Share
- 100.0%
- Avg. per client
- $1.02B
Total
- Clients
- 14
- Regulatory AUM
- $14,251,385,140
- Share
- 100%
- Avg. per client
- $1.02B
What it does
Federated Equity Management Company of Pennsylvania provides portfolio management for investment companies and selecting other managers. It is paid through a percentage of assets.
Federated Equity Management Company of Pennsylvania advises no private funds.
100.0% of assets ($14.25B across 14 accounts) are managed with discretion. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
Federated Equity Management Company of Pennsylvania does not have custody of client assets.
- All other custodians$14.25B100%
Ownership and leadership
Fii Holdings, Inc. owns 75% or more of Federated Equity Management Company of Pennsylvania.
- Owns 75% or more of Federated Equity Management Company of Pennsylvania
Fii Holdings, Inc.
Control person · since October 2003
- Owns 75% or more of Fii Holdings, Inc.
Federated Hermes, Inc.
Control person · since March 1983
Leadership
- Paul UhlmanTrustee, President, CEO
- Stephen Van MeterChief Compliance Officer
- Steven ChiavaroneChief Investment Officer - Equity
- John DonahueTrustee, Chairman
- Thomas DonahueTrustee, Treasurer
- John FisherChairman
- James GallagherTrustee
- George MageraSecretary
Staff
- 15 employees
- 15 in advisory functions
- 2 soliciting firms
Fees
Federated Equity Management Company of Pennsylvania is paid through a percentage of assets under management.
Federated Equity Management Company of Pennsylvania’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Federated Equity Management Company of Pennsylvania has 0 offices, with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 1001 Liberty Avenue, PittsburghHQ
Registration details
- Legal name
- Federated Equity Management Company of Pennsylvania
- Headquarters
- 1001 Liberty Avenue, Pittsburgh, PA 15222-3779
- Phone
- 412-288-1900
- Website
- Not reported
- SEC file
- 801-62501
- Structure
- Delaware other (specify)
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Federated Equity Management Company of Pennsylvania have?
Federated Equity Management Company of Pennsylvania has 14 clients and manages $14.3 billion for them, as of September 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 September 2026
What services does Federated Equity Management Company of Pennsylvania offer?
Federated Equity Management Company of Pennsylvania provides portfolio management for investment companies and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Federated Equity Management Company of Pennsylvania have?
Federated Equity Management Company of Pennsylvania has 0 investment adviser representatives registered with state securities authorities, out of 15 employees, and 15 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Federated Equity Management Company of Pennsylvania?
Federated Equity Management Company of Pennsylvania is owned through a holding company by Federated Hermes, Inc. Its direct owner is Fii Holdings, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 8 September 2026
How does Federated Equity Management Company of Pennsylvania get paid?
Federated Equity Management Company of Pennsylvania is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file