MAULOA MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
POTOMAC, Maryland
CRD number
329532
Registered since
March 27, 2024

Firm profile

FINTRX

Overview

Mauloa Management, LLC is an SEC-registered investment adviser organized as an LLC and registered in 2024. The firm operates primarily as an adviser, sponsor and general partner for pooled investment vehicles. Its reported activity centers on venture capital strategies: Mauloa serves as managing member and GP for its funds, sourcing and overseeing private company investments rather than operating as a traditional retail advisor. Filings indicate it is not an active ESG investor and does not position itself as a multi-state retail adviser.

Assets & Accounts

Public Holdings

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

1 of 1
  • LOUIS MAYBERG

    ChairmanCRD 2006074

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

POTOMAC, MD

MONTGOMERY

Location

POTOMAC, MD

Headquartered in POTOMAC, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
MONTGOMERY
Address
10516 Tulip Ln
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth