Expect Equity LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Hallie Label
Founder and CEOCRD 4258089

Jill Seidman
General Counsel and Chief Compliance OfficerCRD 5888375
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Carroll Frank & Plotkin LLC
RIAPikesville, MD
Town Capital
RIABel Air, MD
Foundry Wealth Advisors, LLC
RIABaltimore, MD
Meta Wealth Advisory
RIATimonium, MD
Bestgate Wealth Advisors, LLC
RIAFrederick, MD
Sherman Wealth Management LLC
RIAGaithersburg, MD