Manteio Scalable Technologies LLC

RIASEC RegisteredEst. 2024
Total AUM
$583M
Discretionary
$583M
100% of AUM
Avg account
$194M
Accounts
3
Employees
13
Advisory reps
4

Firm details

Headquarters
Jersey City, New Jersey
CRD number
333019
Registered since
September 20, 2024
Custodians
GOLDMAN SACHS & CO. LLC
Fee structure
Percentage of AUM
Client types
  • Investment Companies81.75%
  • State / Municipal Government18.25%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Manteio Scalable Technologies LLC is a limited liability company registered with the SEC in 2024 and operated as an institutional registered investment adviser serving institutional clients. The firm charges fees as a percentage of assets under management and conducts portfolio management for investment companies as well as for businesses and other institutions. It is identified as a CPO/CTA and lists roles that include sponsor, general partner, or managing member of pooled investment vehicles, indicating it can both advise and operate pooled or managed-product structures. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and does not describe itself as a pension consultant or related adviser. Ownership is recorded as a combination of a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Derivatives 100%100%
  • Derivatives100%

Owners & executives

3 of 3
  • Peter Christodoulou

    Peter Christodoulou

    Chief Executive OfficerCRD 5175098

  • Jordan Dermon

    Jordan Dermon

    Chief Operating OfficerCRD 5675102

  • Jennifer Zabierek

    Jennifer Zabierek

    Co-Founder & COOCRD 2877745

Contacts

1 of 1
  • Yung-shin Kung

    Yung-shin Kung

    Managing DirectorCRD 2934822

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Jersey City, NJ

Hudson

Location

Jersey City, NJ

Headquartered in Jersey City, NJ, 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
Hudson
Address
111 Town Square Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth