Matauro, LLC

RIASEC Registered
Total AUM
$1B
Discretionary
$1B
98% of AUM
Avg account
$435K
Accounts
2,405
Employees
16
Advisory reps
10

Firm details

Headquarters
New York, New York
CRD number
333038
Registered since
September 24, 2024
Website
www.matauro.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI76.69%
  • Individuals23.31%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Matauro, LLC is an independent registered investment adviser and capital allocator serving individuals and families. The firm is SEC-registered (2024) and combines financial planning, portfolio management for individuals and small businesses, and third-party manager selection as core advisory activities. Matauro operates as a registered representative of a broker-dealer and bills clients through a mix of percentage-of-AUM fees, hourly charges, and fixed fees. The firm identifies itself as an active ESG investor and markets services to private clients rather than institutional pension programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Public Funds/Mutual Funds 81%, Exchange Traded Equities 10%, Cash & Cash Equivalents 8%, State & Local Bonds 1%81%
  • Public Funds/Mutual Funds81%
  • Exchange Traded Equities10%
  • Cash & Cash Equivalents8%
  • State & Local Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 118

Active vs passive

$854M in ETFs

Passive

98%

$838M

Active

1%

$16.2M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$77.6M101,6989.08%
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Location

Primary office

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
1325 Avenue Of The Americas
Time zone
ET (UTC-5)
Office locations

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