Marketdesk Indices LLC
Firm details
- Headquarters
- ,
- CRD number
- 323393
- Registered since
- August 7, 2023
- Fee structure
- Percentage of AUM, Subscription Fees, Other
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment CompaniesPublication of Periodicals
Firm profile
FINTRXOverview
Marketdesk Indices LLC is a small, institutionally focused advisory firm that combines portfolio management for investment companies with publishing/index-related activities. The firm is organized as an LLC and registered with the SEC in 2023. Its stated business mix includes managing portfolios for investment vehicles and producing periodicals or newsletters, and its fee model includes both a percentage-of-AUM charge and subscription-based fees, consistent with an index provider or research-driven service that licenses data or content in addition to asset management. Clients are institutional and concentrated: the firm manages a limited number of mandates rather than a broad retail base. The snapshot flags that Marketdesk Indices LLC is not an active ESG investor, does not operate as a capital allocator, and is not a multi-state adviser. Those markers, combined with the firm’s publishing activity, suggest a focus on providing index construction, benchmarking, and research services to a small set of institutional counterparties or investment companies.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Matthew Clements
FounderCRD 6780081

Jonathon Clements
Managing DirectorCRD 6442157
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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