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 a limited liability company that focuses on managing portfolios for investment companies. The firm is registered with the SEC, having completed registration in 2024. Its client base is institutional and its fee model is a percentage of assets under management. Ownership is listed as a combination of a foreign entity and an individual. Tema ETFs reports that it does not position itself as an ESG investor and does not operate as a multi-state or related 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

FINTRX

Contacts

FINTRX

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