Maytech Global Investments, Llc
- Regulatory AUM
- $895M
- Discretionary
- $891M
- Clients
- 126
- Avg AUM / client
- $7.1M
- Accounts
- 196
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Mar 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 16 | $6.6M | 0.74% |
| High net worth individuals | 95 | $530M | 59.2% |
| Banking or thrift institutions | 1 | $74.5M | 8.32% |
| Pooled investment vehicles (non-investment companies) | 1 | $83.6M | 9.33% |
| Pension and profit sharing plans | 6 | $27.8M | 3.1% |
| Charitable organizations | 4 | $18.2M | 2.03% |
| State or municipal government entities | 3 | $154M | 17.2% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $48.0M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Maytech Global Innovation Partners Lp | Hedge Fund | Delaware | $48.0M | 12 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nels George Wangensteen | Chief Executive Officer | Nov 2016 (10y) | 25% – 50% | |
| Ye Yin | President & Chief Investment Officer | Nov 2016 (10y) | 50% – 75% | |
| Nemes, Tibor | Chief Compliance Officer | Apr 2017 (9y) | Less than 5% | |
| John F Gross | Registered representative | CFA | Oct 2024 (2y) | |
| Walter Thurman Kelley | Registered representative | Jul 2025 (1y) | ||
| Eric Robert Anderson | Registered representative | Sep 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $48.0M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Maytech Global Innovation Partners Lp | Hedge Fund | $48.0M | $1.0M | 12 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/29/2026 | 1.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Interactive Brokers $436M (49% of AUM) Mar 2026
- Charles Schwab & Co. $209M (23% of AUM) Mar 2026
- Northern Trust $30.0M (8% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 29, 2026.
View current Form ADV (SEC/IAPD) ↗