Mytimeequity
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
FINTRXOverview
Mytimeequity is organized as a limited liability company and operates as a private equity fund manager serving both individual/family and institutional clients. Ownership is held by an individual. The firm provides discretionary portfolio management across individual and small-business accounts as well as pooled investment vehicles, and it also conducts third‑party manager selection. Its fee model combines a percentage-of-assets component with performance-based fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser in the available data.
Assets & Accounts
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
3 of 3Khushbu Trivedi
Relationship ManagerCRD 7816417

Amogh Waranashiwar
Financial ConsultantCRD 8141186
Sudhir Pai
Managing PartnerCRD 5928622
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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