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MAYTECH GLOBAL INVESTMENTS

NEW YORK, NY · CRD 285985 · IAPD ↗ · 212-899-2730

$895.1MRegulatory AUM
4Advisory reps
12Employees
0Clients
n/aPlanning clients
1Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2025 — MAYTECH GLOBAL INVESTMENTS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2025 — MAYTECH GLOBAL INVESTMENTS notice-filed in CT, MA, OR, PA, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2025 — MAYTECH GLOBAL INVESTMENTS reported RAUM up 35% ($627.2M -> $848.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — MAYTECH GLOBAL INVESTMENTS grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — MAYTECH GLOBAL INVESTMENTS crossed $500M in regulatory AUM ($366.2M -> $627.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.