Equitas Capital Advisors,llc

Retirement Plan Advisor

New Orleans, LA

About Equitas Capital Advisors,llc

<p>KnowRisk&reg; analytics is a signature tool at Equitas Capital Advisors, LLC, a registered investment advisor founded in 2002 and headquartered in New Orleans in the Gulf Coast region.</p> <p>The firm works with institutions and private clients, including family offices, foundations, universities, hospitals, and corporations. Its work includes investment consulting and wealth management, with support for asset allocation, investment policy statements, manager searches, and portfolio construction.</p> <p>Equitas also handles alternative investment due diligence and selection, including hedge funds and private equity, and sponsors the Equitas Evergreen Fund LP. For retirement plan sponsors, the firm offers 3(21) fiduciary investment advisor services, providing investment advice while the plan sponsor retains final decision-making authority.</p> <p>As of 2026, Equitas reports $1.8B in assets under management. What sets the firm apart is its in-house risk analytics approach paired with hands-on manager research from a single New Orleans office.</p> <ul> <li>Registered investment advisor founded in 2002</li> <li>Headquartered in New Orleans, serving the Gulf Coast region</li> <li>3(21) fiduciary services for plan sponsors (<a href="/plan-advisors">plan advisors</a>)</li> <li>Institutional consulting: policy statements, asset allocation, manager searches</li> <li>Alternative investments, including hedge funds, private equity, and the Equitas Evergreen Fund LP</li> </ul>

Website: https://equitas.capital/

Founded: 2002

Office Locations

  • New Orleans, LA (Headquarters)

Services Offered

  • 3(21) Investment Advisor

Client Statistics (2026)

  • Total Clients: 0
  • Total AUM: $1.8B

Team Members

  • Rachel Kaplan, President, Equitas Partners LLC
  • Yu Huang, Senior Investment Analyst
  • Nicholas Thomas, Investment Analyst
  • David Thomas, Chief Executive Officer
  • Derek Fossier, President, Equitas Capital Advisors
  • Trina St. Julien, Director of Operations Executive Administrator

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