Equity X Investments, LLC
Firm details
- Headquarters
- ,
- CRD number
- 332527
- Website
- equityxinvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Corporations / Businesses100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Equity X Investments, LLC is an institutional-registered limited liability company that provides portfolio management under a percentage-of-assets fee model. Regulatory and snapshot data classify the firm as an institutional RIA and note an institutional client base, while its advisory activity line also lists portfolio management for individuals and small businesses — suggesting the firm may serve a small set of institutional clients alongside individual or small-business relationships. The firm does not mark itself as an active ESG investor, is not a pension consultant, and is not structured as a capital allocator.
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 Equities99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Akio Kurata
Founder & CEOCRD 7963214
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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