Investment adviser · CRD 168812
DOWNTOWN INVESTMENT ADVISORY
Investment adviser filing (IA)
MAYTAL ASSET MANAGEMENT LLC
WHITE PLAINS, NY, United States · Form ADV filed Feb 5, 2026
- Regulatory AUM
- $125M Form ADV · Item 5.F
- Client accounts
- 153 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 35 | $106,483,453 | 85.0% |
| Individuals | 19 | $9,792,635 | 7.8% |
| Charities | 5 | $9,030,946 | 7.2% |
Filing source
Form ADV 2050222 · Feb 5, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 5, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
360 HAMILTON AVENUE, SUITE 1110WHITE PLAINS, NY, 10601, United States
CRD 168812
Filing source
Form ADV 2050222 · Feb 5, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.