MAYTECH GLOBAL INVESTMENTS

MAYTECH GLOBAL INVESTMENTS, LLC Legal Name

Adviser information for MAYTECH GLOBAL INVESTMENTS last updated from Form ADV on March 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 5
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 2

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 184 $524.5M
Non-Discretionary 6 $102.8M
Total 190 $627.2M

Clients

Type Number RAUM
Individuals 16 $3.2M
HNW Individuals 70 $343.2M
Banking or thrift institutions <5 $53.7M
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 1 $48.0M
Pension and profit sharing plans <5 $4.3M
Charitable organizations <5 $9.7M
State or municipal gov entities <5 $69.0M
Other investment advisers 5 $96.0M
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 2

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-108849
SEC ERA File Number 801-108849
SEC CIK Numbers 1731134, 1646325
SEC CRD Numbers 285985
Legal Entity Identifier 254900ZQB4BA7F7KBH66

Principal Office

950 THIRD AVENUE
18TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9:00 - 5:00
Tel: 212-899-2730, Fax: 212-899-2731

Chief Compliance Officer

TIBOR NEMES
CHIEF COMPLIANCE OFFICER
950 THIRD AVENUE
18TH FLOOR
NEW YORK
NY
United States
Tel: 212-899-2735
Fax: 212-899-2731
(Full email address available in API data)

Regulatory Contact

NELS WANGENSTEEN
CEO
950 THIRD AVENUE
18TH FLOOR
NEW YORK
NY
United States
Tel: 212-899-2732
Fax: 212-899-2731
(Full email address available in API data)

Industry Affiliates

INVESTMENT MANAGEMENT Other investment adviser, including financial planners
INVESTMENT MANAGEMENT Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
MAYTECH GLOBAL INNOVATION PARTNERS LP Hedge Fund $48.0M $1.0M 12

Control Persons

Name Type Entity Title Since Ownership
WANGENSTEEN, NELS, GEORGE Individual CHIEF EXECUTIVE OFFICER 11/2016 25-50%
YIN, YE Individual PRESIDENT & CHIEF INVESTMENT OFFICER 11/2016 50-75%
NEMES, TIBOR Individual CHIEF COMPLIANCE OFFICER 04/2017 < 5%

No. Employees, Historic

10502020202120222023202420255 on 3/20/20205 on 6/11/20205 on 3/5/20215 on 1/31/20228 on 3/24/20226 on 3/20/20236 on 3/21/20235 on 3/14/2024

RAUM, Historic

700M350M0202020212022202320242025252371500 on 3/20/2020252371500 on 6/11/2020471088925 on 3/5/2021471088925 on 1/31/2022519368431 on 3/24/2022366211422 on 3/20/2023366211422 on 3/21/2023627225047 on 3/14/2024

No. Clients, Historic

200100020202021202220232024202558 on 3/20/202058 on 6/11/2020154 on 3/5/2021154 on 1/31/202284 on 3/24/202293 on 3/20/202393 on 3/21/202392 on 3/14/2024

Holdings

From latest 13F, filed August 8th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ALPHABET INC CAP STK CL A 17M 92K
ALPHABET INC CAP STK CL C 40M 219K
AMAZON COM INC COM 43M 223K
APPLE INC COM 36M 172K
ASML HOLDING N V N Y REGISTRY SHS 29M 28K
BERKSHIRE HATHAWAY INC DEL CL B NEW 463K 1K
BOOKING HOLDINGS INC COM 19M 5K
COCA COLA CO COM 391K 6K
CROWDSTRIKE HLDGS INC CL A 13M 34K
DESPEGAR COM CORP ORD SHS 12M 895K
DEXCOM INC COM 19M 169K
HDFC BANK LTD SPONSORED ADS 9M 136K
INTUITIVE SURGICAL INC COM NEW 25M 55K
ISHARES TR MSCI ACWI ETF 290K 3K
ISHARES TR CORE S&P500 ETF 586K 1K
KROGER CO COM 399K 8K
MAKEMYTRIP LIMITED MAURITIUS SHS 21M 245K
MASTERCARD INCORPORATED CL A 29M 66K
MERCADOLIBRE INC COM 33M 20K
META PLATFORMS INC CL A 45M 89K
MICROSOFT CORP COM 200K 448
MID-AMER APT CMNTYS INC COM 511K 4K
NOVO-NORDISK A S ADR 32M 223K
NVIDIA CORPORATION COM 150M 1M
PALO ALTO NETWORKS INC COM 27M 79K
SALESFORCE INC COM 26M 103K
SERVICENOW INC COM 31M 39K
STRYKER CORPORATION COM 10M 30K
TEMPEST THERAPEUTICS INC COM 22K 10K
TOTALENERGIES SE SPONSORED ADS 211K 3K