Mytimeequity

RIASEC RegisteredEst. 2026
Total AUM
$184M
Discretionary
$184M
100% of AUM
Avg account
$359K
Accounts
512
Employees
7
Advisory reps
2

Firm details

Headquarters
Plano, Texas
CRD number
316917
Registered since
August 5, 2026
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI85.33%
  • Pooled Investment Vehicles8.96%
  • Individuals4.89%
  • Other0.82%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Mytimeequity LLC is organized as a limited liability company and is registered as a private equity fund adviser (SEC registration year listed as 2026). The firm serves both individual/family clients and institutional investors, providing portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of other advisers. Its fee model combines a percentage-of-AUM charge with performance-based fees, consistent with direct private-fund management. The firm is controlled by an individual owner and is not identified as a multi-state adviser or an active ESG investor. Filings show the firm also functions as sponsor, general partner, or managing member of pooled investment vehicles and maintains industry affiliations with accounting and insurance firms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 65%, Cash & Cash Equivalents 30%, Private Funds 5%65%
  • Exchange Traded Equities65%
  • Cash & Cash Equivalents30%
  • Private Funds5%

Contacts

2 of 2
  • Sudhir Pai

    Sudhir Pai

    Managing PartnerCRD 5928622

  • Khushbu Trivedi

    Khushbu Trivedi

    Relationship ManagerCRD 7816417

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Plano, TX

Collin

Location

Plano, TX

Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Collin
Address
4116 W Spring Creek Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth