Manteio Capital LLC
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Overview
Manteio Capital LLC is a financial advisory firm based in Jersey City, New Jersey. The firm controls $530.5 million in assets under management across eight accounts, placing it among the larger firms in the United States by assets under management (AUM). It has a small team, including 10 financial advisors. Manteio Capital LLC is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer company to do so. Securities are defined as exchangable financial investments such as stocks, bonds and options.
Manteio Capital LLC oversees all of the firm's client assets on a discretionary basis. Discretionary management means that transaction choices for the client's account are made by an investment advisor without needing to seek client permission. The firm administers an average of $66.3 million for every client account. The typical advisor at Manteio Capital LLC administers fewer than one client account, placing it among the most individualized financial advisor firms in the country.
The company's headquarters is located at 111 Town Square Place, Jersey City, New Jersey 7310. It is allowed to serve customers across a number of states, including New Jersey and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Manteio Capital LLC by the Numbers
$530.5 million
16
8
$66.3 million
Fee Structure
Financial management fees usually vary depending on which services the firm provides the client. Fee types charged by Manteio Capital LLC likely consist of some combination of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with pooled investment vehicles and other investment advisers. Out of its eight accounts, Manteio Capital LLC's largest client group is pooled investment vehicles. About 38% of its clients reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Manteio Capital LLC does not have any disclosures.
Please visit its Form ADV for more details.
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