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 and is classified as a private equity fund adviser. The firm serves both individual/family clients and institutional investors and reports fee arrangements that combine a percentage of assets under management with performance-based fees. Its advisory scope includes portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of other advisers. The firm identifies an individual owner and lists industry affiliations that include accountant and insurance-company relationships, and roles as sponsor, general partner, or managing member of pooled investment vehicles. Mytimeequity does not report active ESG investing activity and is not designated as a multi-state adviser.
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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