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 is an LLC operating as an SEC-registered investment adviser since 2017 and is structured and operated like a hedge fund. The firm manages portfolios for individuals and families as well as institutional and business clients, and it provides portfolio management for pooled vehicles in addition to separate account management. Ownership is held by an individual principal, and the firm charges a combination of percentage-of-AUM fees and performance-based fees consistent with hedge-fund-style compensation. Maytech indicates active consideration of ESG factors in its investment process and also serves in sponsor/GP and other pooled-vehicle roles.

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

    Chief Compliance Officer, Operations ManagerCRD 2775627

Contacts

3 of 5
  • YE YIN

    Co-Founder & Managing PartnerCRD 5709168

  • Walter Kelley

    Regional ManagerCRD 6924047

  • JOHN GROSS

    Head of DistributionCRD 5085912

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 3

Active vs passive

$6.3M in ETFs

Passive

100%

$6.3M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI ACWI ETF (ACWI)BlackRockPassiveGlobal Large Stock Blend$5.8M42,11793.17%

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