Marketdesk Indices LLC

RIASEC RegisteredEst. 2023
Total AUM
$152M
Discretionary
$152M
100% of AUM
Avg account
$75.8M
Accounts
2
Employees
2
Advisory reps
2

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

FINTRX

Overview

Marketdesk Indices LLC is an institutional registered investment adviser that focuses on serving institutional clients. The firm was registered with the SEC in 2023 and is organized as a limited liability company owned by a domestic entity and an individual. Its stated advisory activities include managing portfolios for investment companies and producing periodicals or newsletters, suggesting a mix of portfolio management and content/research distribution rather than retail wealth management. The firm is not a capital allocator and does not identify as an active ESG investor. Fee arrangements include asset-based charges and subscription fees, alongside other fee types, indicating the firm combines AUM-based compensation with recurring subscription revenue tied to its publications or services. It is not registered as a multi-state adviser, is not a pension consultant, and does not list related-adviser relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Matthew Clements

    FounderCRD 6780081

  • Jonathon Clements

    Jonathon Clements

    Managing DirectorCRD 6442157

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth