Mytimeequity
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 316917
- Registered since
- August 5, 2026
- Website
- www.mytimeequity.com
- 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
FINTRXOverview
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
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 Equities65%
- Cash & Cash Equivalents30%
- Private Funds5%
Contacts
2 of 2Sudhir Pai
Managing PartnerCRD 5928622
Khushbu Trivedi
Relationship ManagerCRD 7816417
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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