Asset manager · Pittsburgh, PA
Federated Equity Management Company of Pennsylvania
SEC-registered investment adviser · CRD 128610 · SEC 801-62501
At a glance
Federated Equity Management Company of Pennsylvania is an SEC-registered investment adviser based in Pittsburgh, Pennsylvania, with $14.3 billion in regulatory assets under management as of its Form ADV filed September 8, 2026. Its largest client group by assets is investment companies. By Form ADV it is a asset manager, ranked 430th of 3,218 asset managers and 1,074th of 17,210 SEC-registered advisers by assets.
Main office 412-288-1900federatedhermes.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $14B
- Rank among asset managers
- #430 of 3,218
- Rank among all SEC RIAs
- #1,074 of 17,210
- Rank in Pennsylvania
- #33 of 564
- Clients
- 14
- Accounts
- 14
- Discretionary
- 100% of AUM
- Employees
- 15
- Advisory staff
- 15
- Offices
- 1
Owners and executives on its Form ADV
- John C. DonahueTrustee, Chairman
- Thomas Robert DonahueTrustee, Treasurer
- John B. FisherChairman
- Stephen Paul Van MeterChief Compliance Officer
- James J. GallagherTrustee
- George F. MageraSecretary
- Paul A. UhlmanTrustee, President, CEO
- Steven A. ChiavaroneChief Investment Officer - Equity
Custody and brokerage
Custodian
Federated Equity Management Company of Pennsylvania’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: Federated Securities Corp..
- Federated Securities Corp. ↗CRD 5009
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 14 | $14B | 100% |
Disciplinary disclosures
Federated Equity Management Company of Pennsylvania reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
- Selecting other advisers
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗federatedhermes.com ↗
AtlasMembers
The full record on Federated Equity Management Company of Pennsylvania
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 480 peers of its type and size
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- Owners and executives, with titles and stakes
- 8 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 3Locked
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Background
Questions
How much does Federated Equity Management Company of Pennsylvania manage?
Federated Equity Management Company of Pennsylvania reports $14.3 billion in regulatory assets under management across 14 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 8, 2026.
What kind of firm is Federated Equity Management Company of Pennsylvania?
Federated Equity Management Company of Pennsylvania is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. A public reporting company controls it.
Who are Federated Equity Management Company of Pennsylvania’s clients?
By assets, its largest client types are investment companies ($14.3 billion, 14 clients).
Does Federated Equity Management Company of Pennsylvania have any disciplinary history?
Federated Equity Management Company of Pennsylvania reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Federated Equity Management Company of Pennsylvania’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-08), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →