10x10y LLC
Firm details
- Headquarters
- ,
- CRD number
- 315871
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI93.68%
- Individuals6.32%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
10x10y LLC is a small, equity-focused registered adviser that manages concentrated, discretionary portfolios for individual and family clients and small businesses. The firm shows a clear preference for liquid exchange-traded equities and ETFs as the core building blocks of client portfolios, while supplementing equity exposure with alternative allocations that include hedge funds, real estate, digital currency and private credit. Its fee mix includes both a percentage-of-AUM charge and performance-based fees, which signals the use of strategies or vehicles where incentive alignment and outcome-based compensation are part of the client offering. Portfolio management is the primary advisory activity. The firm does not position itself as an ESG investor and is not registered as a multi-state adviser. Given the custody relationship and the emphasis on exchange-traded instruments, the investment approach appears to blend hands-on equity selection with outsourced or third-party alternative managers for non-core exposures.
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 Equities56%
- Cash & Cash Equivalents44%
Owners & executives
1 of 1
Shayan Mozaffar
Founder, CEO and CIOCRD 5794316
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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