MALTESE CAPITAL MANAGEMENT, LLC
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
FINTRXOverview
Maltese Capital Management, LLC is an SEC-registered hedge fund manager organized as an LLC and operating primarily for institutional clients. The firm has been registered since 2010 and is owned by an individual principal. Its advisory activity centers on portfolio management for pooled investment vehicles and for businesses or institutions; it also serves as sponsor, general partner and managing member of pooled investment vehicles it advises. Fee arrangements include a base percentage of assets under management plus performance-based fees. Maltese is not registered as a multi-state adviser, does not identify as an active ESG investor, and does not position itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents19%
- Non-Exchange Traded Equities1%
Owners & executives
3 of 3TERRY MALTESE
President and CEOCRD 1823970
MICHAEL WASSERMAN
General Counsel and Chief Compliance OfficerCRD 5107213
SCOTT DONNELLY
Chief Financial OfficerCRD 5315607
Contacts
3 of 5JOSEPH HALL
PrincipalCRD 5063841
EILEEN LIPSKY
Managing DirectorCRD 7245378
CRAIG COLASONO
Partner, Senior AnalystCRD 4978972
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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