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10x10y LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$14,317,343
Total clients
7
57% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$2,045,335
About
10x10y LLC provides discretionary investment management and portfolio oversight for a small number of individual and institutional clients, covering a broad set of asset classes including equities, fixed income, options, and digital assets. The firm delivers ongoing portfolio monitoring and periodic reporting through a qualified custodian and implements client-specific investment objectives and restrictions.
The firm’s investment approach blends fundamental, technical, quantitative and qualitative analysis to pursue concentrated long and short positions, with the ability to use ETFs, options and leverage as part of its risk-management toolkit. Portfolio construction emphasizes monitoring gross and net exposures in real time, periodic rebalancing, and aligning positions with the firm’s view on consumer-facing businesses and special situations.
Notably, the firm offers performance-based fee arrangements for eligible clients, a feature that is uncommon among independent advisers of this size and type and which the firm addresses through trade-allocation and review policies. The brochure also discloses that the firm’s principal maintains academic and educational activities outside the advisory business, which the firm presents as a related but separate professional commitment.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Concentrated stock management
Occupation focus
Founder/Business Owner
Fee options
$0 - $1,100,000: 2.00% annually > $1,100,000+: 1.00% annually
15% of profits annually for qualified clients with > $1,100,000 AUM, with high-water mark and three-year lookback.
Account minimum: $100,000
Main office location
10x10y LLC
Dallas TX, United States
Number of offices
1
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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