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 LLC is organized as a limited liability company and is registered as a private equity fund adviser (SEC registration year listed as 2026). The firm serves both individual/family clients and institutional investors, providing portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of other advisers. Its fee model combines a percentage-of-AUM charge with performance-based fees, consistent with direct private-fund management. The firm is controlled by an individual owner and is not identified as a multi-state adviser or an active ESG investor. Filings show the firm also functions as sponsor, general partner, or managing member of pooled investment vehicles and maintains industry affiliations with accounting and insurance firms.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
Similar firms
Fulcrum Wealth Management
RIAPlano, TX
White Rock Oil & Gas Holdings, LLC
RIAPlano, TX
Spectrum Advisors, Inc.
RIAPlano, TX
Strategic Financial Planning, Inc.
RIAPlano, TX
Peak American Investment Advisors, Inc.
RIAPlano, TX
Vann Equity Management LLC
RIAPlano, TX