Maytal Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.
Maytal Asset Management reports 59 clients. They include 35 high-net-worth individuals, 19 individual clients and 5 charitable organizations. Of its assets, 100.0% ($125M across 153 accounts) are managed with discretion. Of its clients, 15% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 32% | 8% |
| High-net-worth individuals | 59% | 85% |
| Charitable organizations | 8% | 7% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 19 | $9.79M | 7.8% | $515K |
| High-net-worth individuals | 35 | $106M | 85.0% | $3.04M |
| Charitable organizations | 5 | $9.03M | 7.2% | $1.81M |
| Total | 59 | $125M | 100% | $2.12M |
- Clients
- 19
- Regulatory AUM
- $9.79M
- AUM share
- 7.8%
- Avg. per client
- $515K
- Clients
- 35
- Regulatory AUM
- $106M
- AUM share
- 85.0%
- Avg. per client
- $3.04M
- Clients
- 5
- Regulatory AUM
- $9.03M
- AUM share
- 7.2%
- Avg. per client
- $1.81M
Total
- Clients
- 59
- Regulatory AUM
- $125M
- AUM share
- 100%
- Avg. per client
- $2.12M
- Clients outside the U.S.
- 15%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Maytal Asset Management charges 0.90%–1.00% a year for its Investment Advisory Services. The fee is billed in arrears and is negotiable.
Fee details and sources
Salo Aizenberg owns 75% or more of Maytal Asset Management. The leadership team of Maytal Asset Management includes Chief Compliance Officer Salo Aizenberg. It has 1 employee.
Leadership
- Salo AizenbergManaging Member and Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Maytal Asset Management LLC
Salo Aizenberg
Control person · since July 2013
Maytal Asset Management’s regulatory assets went from $124M (February 2021) to $125M (February 2026); clients fell from 98 to 59 and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $125M | 59 | 1 | 1 |
| February 2025 | $120M | 67 | 1 | 2 |
| February 2024 | $126M | 63 | 1 | 2 |
| April 2023 | $114M | 95 | 2 | 2 |
| March 2022 | $126M | 58 | 1 | 2 |
| February 2021 | $124M | 98 | 1 | 2 |
Besides its headquarters, Maytal Asset Management has 0 offices, with 1 listed address in New York.
New York · 1 listed address
- 360 Hamilton Avenue, Suite 1110, White PlainsHQ
Other business names
Maytal Asset Management has reported 1 other business name to the SEC.
- Downtown Investment Advisory
Contact and registration details
- Legal name
- Maytal Asset Management LLC
- Headquarters
- 360 Hamilton Avenue, Suite 1110, White Plains, NY 10601
- Website
- downtownllc.com
- Phone
- 917-363-4919
- SEC file
- 801-110387
- Structure
- New York LLC
- Fiscal year end
- December
Maytal Asset Management uses Charles Schwab ($108M, 87%) and Interactive Brokers ($16.9M, 13%) as custodians for its separately managed accounts. Maytal Asset Management has custody of $2.27M in client assets for 1 client.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $108M87%
- Interactive BrokersInteractive Brokers Corp. · Greenwich, CT · $16.9M13%
At year end, Maytal Asset Management’s separately managed accounts were mostly in bonds (89%).
What the accounts hold
- Stocks8%
- Funds2%
- Bonds89%
- Investment grade corporate bonds86%
- High-yield corporate bonds3%
- Cash1%
How many clients does Maytal Asset Management have?
Maytal Asset Management has 59 clients and manages $125 million for them, as of February 2026. They include 35 high-net-worth individuals, 19 individual clients and 5 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 February 2026
What services does Maytal Asset Management offer?
Maytal Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Maytal Asset Management charge?
Maytal Asset Management charges 0.90%–1.00% a year for its Investment Advisory Services. The fee is billed in arrears and is negotiable.
Source: ADV PART 2A - MAYTAL ASSET MANAGEMENT LLC (FEBRUARY 4, 2026), filed 4 February 2026
Which custodians does Maytal Asset Management use?
Maytal Asset Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $108M and Interactive Brokers Corp. (Greenwich, CT), with $16.9M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 February 2026
How many financial advisors does Maytal Asset Management have?
Maytal Asset Management has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Maytal Asset Management invest in?
At the end of its last fiscal year, Maytal Asset Management’s separately managed accounts held 86% investment grade corporate bonds, 8% exchange-traded equities, 3% high-yield corporate bonds, 2% registered funds (mutual funds, ETFs, BDCs) and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Maytal Asset Management?
Maytal Asset Management’s direct owner is Salo Aizenberg (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 5 February 2026
How does Maytal Asset Management get paid?
Maytal Asset Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Maytal Asset Management?
Maytal Asset Management’s main office is at 360 Hamilton Avenue, Suite 1110, White Plains, NY 10601. Its phone number is 917-363-4919. Its website is downtownllc.com.