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- Custodian
- Charles Schwab & Company · Coinbase · Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- SignalValue +more
- Established Date
- 01-04-2022
- Office Locations
- 2
Office Locations
About Mytimeequity
MyTimeEquity is a Plano, TX registered investment advisor providing integrated wealth management that combines investment management with estate and tax strategies and access to alternative opportunities. The firm serves both retail and institutional clients, including entrepreneurs, and implements portfolios via ETF-based SMAs, with custody through platforms such as Schwab and Fidelity.
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Owner & Executives
SUDHIR Gurudatt PAI
Chief Compliance Officer, Manager, Managing Partner
- CRD
- #5928622
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Sudhir Holla
Manager
- CRD
- #7355950
Poorvik Prakashbabu
--
- CRD
- #8247863
Value oak
Horizon summit oak
- CRD
- #67940
Showing 2 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $169,243,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $169,243,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $155,400,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $871,245,564 | 28.6% |
| Cash | $505,687,985 | 16.6% |
| Private Funds | $1,669,379,612 | 54.8% |
| Total | $3,046,313,161 | 100.0% |