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The Social Equity Group, Inc. (Berkeley)


The Social Equity Group, Inc. is an adviser based in Berkeley. It manages $49.34 million of regulatory assets for 105 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Illinois, and Texas.

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The Social Equity Group provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and investment advice. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The Social Equity Group: assets under management

The assets under management (AUM) of The Social Equity Group, Inc. is $49.34 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 59% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $49.34 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $469.86 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Social Equity Group, Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Berkeley

The principal office where The Social Equity Group, Inc. performs its advisory services is located at 2550 9 Th Street, Berkeley, CA 94710, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (510) 644-9484 or by fax (510) 644-9487. The normal business hours are 10 am to 5 pm on Monday - Friday. You can find more information about the New York firm at socialequity.com.


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