Equity X Investments, LLC
Firm details
- Headquarters
- ,
- CRD number
- 332527
- Website
- equityxinvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Corporations / Businesses100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Equity X Investments, LLC is organized as a limited liability company and operates as an institutional registered investment adviser serving both individual/family and institutional clients. The firm provides discretionary portfolio management for individuals, small businesses and for business or institutional clients. Its fee arrangements include percentage-of-AUM billing and fixed fees. The adviser does not identify as an active ESG investor, is not listed as a multistate adviser, and is not described as a pension consultant, related adviser, or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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