MyTimeEquity

MyTimeEquity, LLC is a discretionary registered investment adviser that serves individual and high-net-worth clients and also provides advisory services to institutions, private funds and special purpose vehicles. The firm manages portfolios using equities, ETFs, mutual funds and alternative investments and acts as the adviser to two private funds and several SPVs offered through its affiliated private equity entity.

The firm combines fundamental and technical analysis with proprietary research and third‑party data and platforms — including AI-based research tools, licensed algorithmic strategies and a direct-indexing execution arrangement — and applies rules‑based and strategy‑based allocation models on a discretionary basis. MyTimeEquity may incorporate alternative investments, structured products, options and margin strategies for suitable clients and allows clients to impose reasonable written restrictions on the adviser’s discretion.

Compared with many peers, MyTimeEquity sponsors and manages pooled, often illiquid vehicles focused on late‑stage and pre‑IPO opportunities, receives management fees and carried interest through affiliated general partners, and is deemed to have custody of those fund assets subject to annual audit procedures. The firm recently discontinued offering performance‑based fee arrangements to new clients (one legacy client remains), is affiliated with accounting and insurance businesses under common control, and currently does not offer standalone financial planning services though it has indicated plans to do so in the future.