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DOWNTOWN INVESTMENT ADVISORY

Legal name: MAYTAL ASSET MANAGEMENT LLC

CRD 168812File 801-110387
APPROVED
Retail clients
Custody
Filing as of Feb 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$125.3M
Bottom 25% of cohort (national)
Discretionary AUM
$125.3M
Clients
59
153 accounts
Employees
1
Bottom 25% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Apr 17, 2017
Principal office
360 HAMILTON AVENUE, SUITE 1110, WHITE PLAINS, NY, 10601
Phone
(917) 363-4919

Assets & accounts

ADV Item 5F
Total regulatory AUM
$125.3M
Discretionary AUM
$125.3M
Non-discretionary AUM
$0
Discretionary accounts
153
Non-discretionary accounts
0
Total accounts
153
AUM per client
$2.1M

Clients by type

ADV Item 5D
Client typeClientsAUM
Charitable organizations5$9.0M
High net worth individuals35$106.5M
Individuals (other than high net worth individuals)19$9.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.