Tema ETFs LLC

RIASEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$162M
Accounts
9
Employees
18
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
332224
Registered since
September 16, 2024
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Tema ETFs LLC is an institutional registered investment adviser organized as an LLC and SEC-registered in 2024. The firm serves institutional clients and charges fees based on a percentage of assets under management. Its stated advisory activity is portfolio management for investment companies. Ownership is listed as a mix of a foreign entity and an individual. Tema does not identify as a capital allocator, is not an active ESG investor, and is not a multi-state or pension consulting adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Owners & executives

2 of 2
  • Maurits Pot

    Maurits Pot

    Founder & CIOCRD 5533108

  • Kyle Childress

    Chief Operating OfficerCRD 6152936

Contacts

1 of 1
  • John Huntington

    CRD 2974902

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
575 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth