Equity X Investments, LLC

RIASEC Registered
Total AUM
$203K
Discretionary
$203K
100% of AUM
Avg account
$50.7K
Accounts
4
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
332527
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

FINTRX

Overview

Equity X Investments, LLC is an institutional-registered limited liability company that provides portfolio management under a percentage-of-assets fee model. Regulatory and snapshot data classify the firm as an institutional RIA and note an institutional client base, while its advisory activity line also lists portfolio management for individuals and small businesses — suggesting the firm may serve a small set of institutional clients alongside individual or small-business relationships. The firm does not mark itself as an active ESG investor, is not a pension consultant, and is not structured as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Akio Kurata

    Akio Kurata

    Founder & CEOCRD 7963214

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth