New York, NY Office
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Malatai Capital LLC
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About
Malatai Capital provides discretionary investment management focused on equity securities for a small roster of mostly high‑net‑worth individuals and related entities, including trusts, estates, pension plans and nonprofit organizations. The firm manages roughly $65 million across a limited number of client relationships and generally does not serve lower‑net‑worth retail individuals.
The firm’s investment approach emphasizes fundamental analysis applied to a concentrated, actively managed universe of roughly 150–200 equities, with daily review and proprietary screening to identify securities expected to experience significant near‑term movement; it may also use options and other trading techniques as part of portfolio implementation. Portfolios are managed on a discretionary basis and are tailored to each client’s stated objectives, risk tolerance and any investment restrictions.
What distinguishes Malatai Capital from many peers is its use of performance‑based compensation arrangements with clients who meet SEC “qualified client” criteria rather than the more common percentage‑of‑assets fee model. The firm is relatively newly established but has grown to institutional‑scale assets while maintaining a small client base and an active, concentrated trading orientation.
Based on Malatai Capital LLC
Location
120 Broadway, Suite 918
New York NY 10271
Advisors at this office
2
Advisors at this office
Matthew R
Series 65
New York, NY
Malatai Capital LLC
Matthew Roesser is a financial advisor at Malatai Capital LLC in New York, NY, holding a Series 65 designation with four years of industry experience. He has worked at Malatai Capital since 2018 and previously spent six years at Spectronics. Outside of his advisory role, he is a partner at Liberty 225 Capital, a fundless sponsor for special purpose vehicles in consumer product and technology businesses. Malatai Capital provides discretionary portfolio management primarily for high-net-worth individuals, focusing on equity securities through individualized investment programs. The firm uses fundamental analysis combined with daily technical reviews and employs performance-based compensation for qualified clients.
John L
Series 65
New York, NY
Malatai Capital LLC
John Luedke is a financial advisor at Malatai Capital LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Michigan State from 2011 to 2023. Outside of his advisory role, he also works as a consultant for Mantis Innovation. Malatai Capital provides discretionary portfolio management primarily for high-net-worth individuals and related entities, focusing on equity securities. The firm uses a combination of fundamental analysis and daily technical reviews to tailor investment programs to clients’ objectives and risk tolerances, and it employs performance-based compensation for qualified clients.
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