Maytech Global Investments

RIASEC RegisteredEst. 2017
Total AUM
$895M
Discretionary
$891M
100% of AUM
Avg account
$4.6M
Accounts
196
Employees
12
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
285985
Registered since
January 3, 2017
Custodians
INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI59.24%
  • State / Municipal Government17.23%
  • Pooled Investment Vehicles9.33%
  • Banking / Thrift Institutions8.32%
  • Pension & Profit Sharing Plans3.1%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Maytech Global Investments LLC is an SEC-registered investment adviser organized as an LLC and operating as a hedge fund manager. Founded before 2017 and registered with the SEC in 2017, the firm serves both high-net-worth individuals and family clients as well as institutional investors. Its advisory scope covers discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio services for other businesses or institutions. The firm charges a combination of a percentage-of-AUM fee and performance-based fees, consistent with hedge-fund-style structures. Maytech is identified as an active ESG investor and is listed as having regulatory and manager roles beyond pure advisory work—acting in capacities such as sponsor, general partner, or managing member of pooled vehicles and affiliated entities like CPOs/CTAs. The firm is not listed as a multi-state adviser and does not position itself as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 97%, Cash & Cash Equivalents 3%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • Tibor Nemes

    Tibor Nemes

    Chief Compliance Officer, Operations ManagerCRD 2775627

Contacts

3 of 5
  • Ye Yin

    Ye Yin

    Co-Founder & Managing PartnerCRD 5709168

  • Walter Kelley

    Walter Kelley

    Regional ManagerCRD 6924047

  • John Gross

    John Gross

    Head of DistributionCRD 5085912

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2

Active vs passive

$5.8M in ETFs

Passive

100%

$5.8M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI ACWI ETF (ACWI)BlackRockPassiveGlobal Large Stock Blend$5M32,02985.98%

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
450 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth