Mytimeequity

RIASEC & State Registered
Total AUM
$184M
Discretionary
$184M
100% of AUM
Avg account
$359K
Accounts
512
Employees
7
Advisory reps
2

Firm details

Headquarters
Plano, Texas
CRD number
316917
Registered since
August 5, 2026
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI85.33%
  • Pooled Investment Vehicles8.96%
  • Individuals4.89%
  • Other0.82%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Mytimeequity is organized as a limited liability company that operates as a private equity fund and is registered with the SEC in 2026. Its clientele includes individuals and families as well as institutional investors. The firm provides discretionary portfolio management for both individual/small-business accounts and pooled investment vehicles, and it offers selection of third‑party advisers. Fee arrangements combine a percentage-of-AUM component with performance-based fees. Industry roles include acting as a sponsor, general partner, or managing member of pooled investment vehicles, indicating direct involvement in launching and operating private funds. The firm does not identify as an active ESG investor.

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 65%, Cash & Cash Equivalents 30%, Private Funds 5%65%
  • Exchange Traded Equities65%
  • Cash & Cash Equivalents30%
  • Private Funds5%

Contacts

2 of 2
  • Sudhir Pai

    Sudhir Pai

    Managing PartnerCRD 5928622

  • Khushbu Trivedi

    Khushbu Trivedi

    Relationship ManagerCRD 7816417

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Plano, TX

Collin

Location

Plano, TX

Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Collin
Address
4116 W Spring Creek Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth