TEMA ETFS LLC

RIASEC RegisteredEst. 2024
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$162M
Accounts
9
Employees
18
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
332224
Registered since
September 16, 2024
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Tema ETFs LLC is a limited liability company registered with the SEC in 2024 that identifies its client base as institutional and charges fees as a percentage of assets under management. Ownership is listed as a combination of a foreign entity and an individual. The firm's stated advisory activity is portfolio management for investment companies, and the public data indicates it does not self-identify as an active ESG investor or as a multi-state adviser. Other metadata shows it is not designated as a capital allocator, pension consultant, or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • MAURITS POT

    Founder & CIOCRD 5533108

  • KYLE CHILDRESS

    Chief Operating OfficerCRD 6152936

Contacts

1 of 1
  • JOHN HUNTINGTON

    CRD 2974902

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

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
575 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth