Maltese Capital Management, LLC

RIASEC RegisteredEst. 2010

Total AUM

$696M

Discretionary

$696M

100% of AUM

Avg account

$99.4M

Accounts

7

Employees

17

Advisory reps

8

Firm details

Headquarters: New York, New York
CRD number: 138175
Registered since: November 17, 2010
Website: www.maltesecap.com
Custodians: MORGAN STANLEY & CO. LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles92.65%
Corporations / Businesses7.35%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Maltese Capital Management, LLC is an SEC-registered investment adviser organized as an LLC and operating as a hedge fund manager. The firm provides portfolio management for pooled investment vehicles and for businesses or institutional clients, and it acts as sponsor/GP/managing member of pooled vehicles it manages. Its client base is institutional and its fee schedule includes both a percentage-of-AUM charge and performance-based fees. The firm is not identified as an active ESG investor and does not describe itself as a multi-state or pension consulting adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities80%
Cash & Cash Equivalents19%
Non-Exchange Traded Equities1%

Owners & executives

3 of 3

Terry Maltese
President and CEOCRD 1823970
Michael Wasserman
General Counsel and Chief Compliance OfficerCRD 5107213
Scott Donnelly
Chief Financial OfficerCRD 5315607

Contacts

3 of 5

Joseph Hall
PrincipalCRD 5063841
Eileen Lipsky
Managing DirectorCRD 7245378
Craig Colasono
Partner, Senior AnalystCRD 4978972

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: New York
Address: 150 E 52nd St
Time zone: ET (UTC-5)
Office locations

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