MYTIMEEQUITY

RIASEC Registered
Total AUM
$169M
Discretionary
$169M
100% of AUM
Avg account
$348K
Accounts
486
Employees
7
Advisory reps
5

Firm details

Headquarters
Plano, Texas
CRD number
316917
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI86.86%
  • Pooled Investment Vehicles8.18%
  • Individuals4.14%
  • Other0.83%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Mytimeequity is a privately held investment adviser organized as a limited liability company that runs a mix of discretionary portfolio management and pooled-vehicle advisory work. The firm serves both individual and family clients as well as institutional accounts, charging a combination of percentage-of-AUM and performance-based fees. Its stated advisory activity includes direct portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of other advisers—roles that position the firm as both manager and sponsor for certain private structures. Investment orientation is equity‑focused: the firm shows a clear preference for exchange‑traded equities as the primary public-market exposure, supported by separately managed account (SMA) capability for clients who require customization. Mytimeequity also operates as a sponsor and general partner on pooled vehicles, which explains the performance‑fee component of its pricing and its allocation into private funds and other alternatives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 65%, Cash & Cash Equivalents 31%, Private Funds 4%65%
  • Exchange Traded Equities65%
  • Cash & Cash Equivalents31%
  • Private Funds4%

Contacts

3 of 5
  • Khushbu Trivedi

    Relationship ManagerCRD 7816417

  • AMOGH WARANASHIWAR

    Financial ConsultantCRD 8141186

  • Poorvik Prakashbabu

    Investment Advisor RepresentativeCRD 8247863

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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