The Firm
CITI EQUITY is a larges asset manager, with $95B in AUM. We serve institutional and individual investors by building strong businesses that deliver lasting value. Our scale – with more than 3,000 real estate assets and 120 portfolio companies – enables us to invest in dynamic sectors positioned for long-term growth.
Our Story
A strong future is built on a solid foundation.
For 29 years, CITI EQUITY has been a leading voice in building institutional-quality portfolios for its clients. Working with endowments, foundations, pensions, private clients, and healthcare systems, we pioneered the use of alternative asset classes to generate outperformance for portfolios.
Our Beginnings
Goals that stand the test of time
When we started the firm in 1994, they shared two goals: look for ways to generate outperformance and minimize the conflicts that create misalignment between advisors and their clients.
Today, we’re proud that those two touchstones are still at the core of everything we do, whether it’s staying on the leading edge of private investments, thoroughly integrating ESG and diversity into our robust due diligence, or working hard to transparently manage our clients’ portfolios with their best interests as our only priority.
Long-standing relationships to meet long-term goals
Many of the clients we began serving in the 1990s continue to work with us today. And while their services have evolved as they have grown their portfolios and resources, it demonstrates our commitment to serve our clients in a way that is still unique in the industry today.
What We Build
At CITI EQUITY, we deliver for investors by building businesses that power tomorrow’s economy.
Build Financial Security
We seek to deliver outstanding performance for institutional and individual investors by stewarding their capital with integrity and conviction.
Build Your Career
We offer an environment where exceptional talent can build lasting careers. To work at CITI EQUITY means being at the forefront of emerging trends and setting the standards for our industry.
Build Strong Businesses
We equip businesses with an extensive range of tools and capabilities they need to grow.
Our Clients
Institutional Investors
We’ve generated $282 billion in gains for our investors, including retirement systems representing more than 100 million pensioners.
Individual Investors
We manage $239 billion in AUM from the private wealth channel, unlocking access to private markets and institutional-quality investments through partnerships with financial advisors.
Our Values
Our global employees are deeply committed to the values that define our character and culture.
Relentlessly pursue excellence
We strive to be the best at what we do, applying our global talent and scale to generate compelling outcomes for our clients.
Never compromise integrity
We adhere to the highest standards of integrity, maintaining and deepening our clients’ trust.
Outperform through innovation
We approach our work with a builder mindset, creating new opportunities through innovation and entrepreneurialism.
Deliver for our customers
We are meticulous custodians of capital, deploying it when we have conviction that we can deliver lasting value.
Work humbly, work together
We build diverse teams of extraordinary professionals who advocate for the best ideas and celebrate each other’s wins.
“The firm’s achievements are only possible because of our most valuable asset: our people. I often say that there are no patents in finance. Our success instead relies on the talent of our teams around the world, knit together by a shared mission to be the best in the world at what we do on behalf of our investors.”
REBECCA SCALON
CHAIRMAN, CEO & CO-FOUNDER
