AdFi
EA

Equality Asset Management

SEC Registered

Growth Focused Private Equity

Boston, MAhttps://equalityassetmanagement.com617-420-1770
Assets Under Management
$1B–$5B
Employees
10
Office Locations
1 office
Total Accounts
8

About the firm

EAM (Equality Asset Management) is a growth-oriented private equity firm building the pre-eminent lower mid-market software-focused growth buyout firm. EAM provides tailored capital solutions and strategic and operating support to companies with long term growth potential, typically investing $25M to $150M of equity in each portfolio company.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled Vehicles

Areas of expertise

Private EquityGrowth BuyoutLower Mid-marketSoftwareSoftware-enabled ServicesOperational ExcellenceData-driven Investing

Services

Growth buyout investing, tailored capital solutions, and strategic and operating support for lower mid-market software and software-enabled service companies.

Private funds / alternatives
Private Equity

Who they serve

Founders and growth-oriented executives of product-led, category-leading software and software-enabled service companies with remarkable growth potential.

Client segmentClientsAssets managed
Pension/Profit Sharing Plans8$1.0B

Leadership

Thomas Scott Roberts
CHEIF EXECUTIVE OFFICER
Tara Barrett Ciongoli
CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR
Nathaniel Lazarus Schwartz
MANAGING DIRECTOR
Gabriel Eduardo Gomez
MANAGING DIRECTOR
Jeffrey Del Papa
MANAGING DIRECTOR
Thomas Scott Roberts
CHIEF EXECUTIVE OFFICER

Office locations

1 office in 1 state
MA
BostonHQ

Regulatory & compliance

CRD number
#300710
SEC Number
801-117606
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based

Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Equality Asset Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Equality Asset Management in Boston, MA | AdvisorFinder