Marketdesk Indices LLC
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
FINTRXOverview
Marketdesk Indices LLC is an institutional registered investment adviser that focuses on serving institutional clients. The firm was registered with the SEC in 2023 and is organized as a limited liability company owned by a domestic entity and an individual. Its stated advisory activities include managing portfolios for investment companies and producing periodicals or newsletters, suggesting a mix of portfolio management and content/research distribution rather than retail wealth management. The firm is not a capital allocator and does not identify as an active ESG investor. Fee arrangements include asset-based charges and subscription fees, alongside other fee types, indicating the firm combines AUM-based compensation with recurring subscription revenue tied to its publications or services. It is not registered as a multi-state adviser, is not a pension consultant, and does not list related-adviser relationships.
Assets & Accounts
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
Contacts
2 of 2Matthew Clements
FounderCRD 6780081

Jonathon Clements
Managing DirectorCRD 6442157
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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