MayTech Global Investments logo

MayTech Global Investments

Updated today

Client AUM

$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

Portfolio management

Expertise

Active portfolio management Concentrated stock management Retirement income strategy

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$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-based

Performance allocation from net profits of the Global Innovation Fund as described in Item 6

Other

Account minimum: $1,000,000

Main office

See office

450 Park Ave, Ste 2700

New York NY 10022

Advisors at this office

2

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

Advisors at this firm

user avatar

Nels W

Series 66

New York, NY

MayTech Global Investments

Nels Wangensteen is a financial advisor at Maytech Global Investments with 10 years of industry experience. He holds a Series 66 designation and previously worked at Integre Asset Management. Since 2017, Wangensteen has served as a trustee for The Panaphil Foundation, a charitable organization. Maytech Global Investments provides discretionary portfolio management to high-net-worth individuals, family offices, and institutional investors. The firm employs a research-intensive Global Growth strategy focused on technology-enabled, scalable businesses across global markets.

Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner
user avatar

Ye Y

Series 63

New York, NY

MayTech Global Investments

Ye Yin is a financial advisor at MayTech Global Investments with five years of industry experience. He holds a Series 63 designation and has been with MayTech since 2016, previously working at Maytech Capital Management. MayTech Global Investments manages approximately $895 million in regulatory assets and offers discretionary portfolio management, model delivery, and sub-advisory services to individual investors, wealth management platforms, and institutional clients. The firm employs a research-intensive Global Growth strategy focused on sectors such as information technology, healthcare, and consumer names, with a geographic emphasis that includes China.

Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner
user avatar

Eric A

Series 63, Series 65

Boca Raton, FL

MayTech Global Investments

Eric Anderson is a financial advisor at MayTech Global Investments with Series 63 and 65 licenses and one year of industry experience. His previous roles include positions at Foreside Financial Services, Halifax West, and AVARY Group, as well as teaching roles at Lynn University and experience in food service businesses. MayTech Global Investments manages approximately $895 million in regulatory assets, serving individual, institutional, and wealth management platform clients through a research-driven Global Growth strategy focused on technology, healthcare, and consumer sectors.

Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner
user avatar

John G

Series 63

New York, NY

MayTech Global Investments

John Gross is a financial advisor at MayTech Global Investments with 20 years of industry experience. He holds a Series 63 designation and has previously worked at Polen Capital Management and BNY Mellon Distributors. MayTech Global Investments manages approximately $895 million in assets, serving individual investors, wealth management platforms, and institutional clients. The firm employs a research-intensive Global Growth strategy focused on companies impacted by globalization, digitalization, and demographic change, with an emphasis on information technology, healthcare, and consumer sectors.

Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner
user avatar

Walter K

Series 63, Series 65

New York, NY

MayTech Global Investments

Walter Kelley is a financial advisor at MayTech Global Investments with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Brookmont Capital Management and J.P. Morgan Securities. Outside of his advisory role, he is an equity owner in Payment Approved Technologies. MayTech Global Investments manages approximately $895 million in regulatory assets, providing discretionary portfolio management, model delivery to wealth platforms, and sub-advisory services. The firm serves individual investors, wealth management platforms, and institutional clients, implementing a research-intensive Global Growth strategy focused on information technology, healthcare, and consumer sectors.

Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner
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