Marketdesk Indices LLC

RIASEC RegisteredEst. 2023
Total AUM
$152M
Discretionary
$152M
100% of AUM
Avg account
$75.8M
Accounts
2
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
323393
Registered since
August 7, 2023
Fee structure
Percentage of AUM, Subscription Fees, Other
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment CompaniesPublication of Periodicals

Firm profile

FINTRX

Overview

Marketdesk Indices LLC is a small, institutionally focused advisory firm that combines portfolio management for investment companies with publishing/index-related activities. The firm is organized as an LLC and registered with the SEC in 2023. Its stated business mix includes managing portfolios for investment vehicles and producing periodicals or newsletters, and its fee model includes both a percentage-of-AUM charge and subscription-based fees, consistent with an index provider or research-driven service that licenses data or content in addition to asset management. Clients are institutional and concentrated: the firm manages a limited number of mandates rather than a broad retail base. The snapshot flags that Marketdesk Indices LLC is not an active ESG investor, does not operate as a capital allocator, and is not a multi-state adviser. Those markers, combined with the firm’s publishing activity, suggest a focus on providing index construction, benchmarking, and research services to a small set of institutional counterparties or investment companies.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Matthew Clements

    FounderCRD 6780081

  • Jonathon Clements

    Jonathon Clements

    Managing DirectorCRD 6442157

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth