MayTech Global Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$536,877,847
Clients
111
Advisors
5
across 3 offices
About
MayTech Global Investments is a registered investment adviser managing approximately $895 million in regulatory assets and providing discretionary portfolio management, model delivery to wealth platforms, and sub-advisory services. Its clients include individual investors (including high-net-worth and family office relationships), wealth management platforms, and institutional investors such as banks and pension plans, and the firm also serves as adviser to a private pooled vehicle.
The firm implements a research-intensive Global Growth strategy that targets companies exposed to globalization, digitalization and demographic change, with a sector focus on information technology, healthcare and consumer names; research includes regular company visits and meetings with management, including in China. MayTech generally manages separate accounts on a discretionary basis, delivers model portfolios to platforms, and the affiliated Global Innovation Fund follows a similar approach while permitting short sales, leverage and other strategies that can increase portfolio risk.
Compared with many team firms, MayTech operates an affiliated general partner that collects performance allocations from the Global Innovation Fund and manages that fund side‑by‑side with separate accounts under documented trade allocation and rotation policies to mitigate conflicts of interest. The firm recently outsourced middle‑office and performance/composite administration to SEI, uses third‑party solicitors with formal disclosure procedures, and maintains a relatively large amount of AUM per advisor for a firm of its size.
Client services
Expertise
Occupation focus
Fee options
$0 - $2,500,000: 1.50% per annum $2,500,001 - $5,000,000: 1.40% per annum $5,000,001 - $7,500,000: 1.30% per annum $7,500,001 - $9,999,999: 1.20% per annum $10,000,000+: 1.25% per annum on first $10,000,000 $10,000,001+: 0.90% per annum on remaining balance
Performance allocation from net profits of the Global Innovation Fund as described in Item 6
Account minimum: $1,000,000
Main office
See office450 Park Ave, Ste 2700
New York NY 10022
Advisors at this office
2
Offices (3)
Most active in
California · Connecticut · Florida · Illinois · Massachusetts · New Jersey · New York · Oregon · Pennsylvania · Tennessee · Virginia
Also doing business as
Maytech Global Investments · Maytech Global Investments, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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