MALATAI CAPITAL LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 299975
- Registered since
- October 29, 2021
- Website
- www.malataicapital.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Performance Based Fees
- Client types
- HNWI53.85%
- Individuals46.15%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Malatai Capital LLC is an SEC-registered registered investment advisor formed as an LLC in 2021 that provides portfolio management primarily for individuals and small businesses. The firm is run under individual ownership and operates as a capital allocator, combining actively managed equity portfolios with allocations to third-party real estate managers. Malatai charges performance-based fees, which aligns compensation with investment results and suggests an emphasis on active, outcome-driven strategies rather than purely asset-based billing. The firm’s stated investment preference is equities, with exchange-traded instruments forming the core of its public market exposure. Malatai is not positioned as an ESG-focused manager. Custody and execution through Interactive Brokers point toward a platform suited to frequent trading, broad market access (including international markets), and institutional-caliber execution tools.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents5%
Contacts
3 of 3Lance Hogan
Investment Adviser RepresentativeCRD 4854287
John Luedke
Investor RelationsCRD 7764832
Matthew Roesser
Founder & Portfolio ManagerCRD 5953114
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 120 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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