Expect Equity LLC

RIASEC RegisteredEst. 2026
Total AUM
$167M
Discretionary
$167M
100% of AUM
Avg account
$27.9M
Accounts
6
Employees
7
Advisory reps
2

Firm details

Headquarters
Pikesville, Maryland
CRD number
324496
Registered since
August 5, 2026
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Expect Equity LLC is organized as a limited liability company and operates as a hedge fund manager that advises pooled investment vehicles. The firm is registered with the SEC in 2026 and targets institutional clients. Its operating model centers on portfolio management for pooled vehicles and it performs CPO/CTA functions while also acting as sponsor, general partner and managing member of the funds it runs. Fees are assessed as a percentage of assets under management. Expect Equity reports that it is not an active ESG investor and does not operate as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Hallie Label

    Hallie Label

    Founder and CEOCRD 4258089

  • Jill Seidman

    Jill Seidman

    General Counsel and Chief Compliance OfficerCRD 5888375

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Pikesville, MD

Baltimore

Location

Pikesville, MD

Headquartered in Pikesville, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Baltimore
Address
1829 Reisterstown Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth