EQUITY X INVESTMENTS, LLC

Overview

Equity X Investments, LLC is a small advisory firm that focuses its discretionary management on exchange-traded equities and related liquid instruments. The firm’s ADV filings list portfolio management for individuals and small businesses as its core advisory activity, but elsewhere the client base is recorded as institutional, indicating either a narrow institutional mandate or mixed client types on file. The firm charges a percentage-of-AUM fee and does not position itself as an active ESG investor. Given the scale of reported assets, Equity X Investments appears to run concentrated, equity-centric strategies supplemented by access to external funds for alternative exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices