Matauro, LLC
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
FINTRXOverview
Matauro, LLC is an independent registered investment adviser and limited liability company that positions itself as a capital allocator for individual and family clients. The firm is SEC-registered (2024) and operates as a registered representative of a broker-dealer while providing fee-based advisory services. Core offerings include financial planning, portfolio management for individuals and small businesses, and selection of external advisers. Matauro charges fees as a percentage of assets under management and also uses hourly and fixed-fee arrangements. The firm identifies as an active ESG investor and describes itself as a capital allocator that places client capital with third-party managers when appropriate.
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
- Public Funds/Mutual Funds81%
- Exchange Traded Equities10%
- Cash & Cash Equivalents8%
- State & Local Bonds1%
Owners & executives
3 of 3
Steven Van Hooker
COOCRD 5553715
Barrett Tabeek
Partner, CFOCRD 5838934
Matthew Klein
CEO & FounderCRD 5060520
Contacts
3 of 7
Michelle Notardonato
Wealth ManagerCRD 5970009
David Kim
Wealth ManagerCRD 6976669
Benjamin Manley
Financial PlannerCRD 5176213
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 112Active vs passive
$805M in ETFs
97%
$780M
3%
$25.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 7-10 YEAR TREASURY BOND ETF (IEF) | BlackRock | Passive | Long Government | $77.9M | 823,365 | 9.67% |
Location
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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