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 an institutional Registered Investment Adviser that provides portfolio management services for investment companies, consistent with its name and activity around ETF vehicles. The firm is organized as an LLC and is classified as an institutional RIA with an institutional client base. It charges fees as a percentage of assets under management and does not act as a capital allocator to third-party managers. Tema ETFs is not an active ESG investor, does not operate as a multi-state adviser, and is not a pension consultant or related adviser. The firm registered with the SEC in 2024 and lists ownership as a combination of a foreign entity and an individual.

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

Owners & executives

2 of 2
  • Maurits Pot

    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

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

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