Equity X Investments, LLC

Equity X Investments is an investment manager that offers discretionary and non‑discretionary portfolio management primarily for pooled and institutional accounts, while also making services available to individual investors, including non‑high‑net‑worth individuals — a client mix that is uncommon among its peer group. The firm advises on exchange‑traded funds, mutual funds, options, money market funds and equity securities and charges advisory fees calculated as a percentage of assets under management.

The firm typically acts with discretionary authority and applies a mix of analytical approaches — charting, technical, fundamental and cyclical analysis alongside modern portfolio theory — using both long‑term and frequent short‑term trading tactics. Its stated strategy set includes active and higher‑risk techniques such as short sales, margin transactions and option writing, and it routinely directs custody and execution through a single custodian platform and uses the custodian’s cash sweep for cash management.

Equity X Investments is a small, recently formed adviser operating with a single investment professional and modest assets under management, which differentiates it from larger institutional managers. The firm discloses an affiliation with a separate company that provides self‑service fundamental data software (which the adviser does not use in providing client advice) and it does not accept performance‑based fees or vote client proxies on behalf of accounts.