Malatai Capital LLC logo

Malatai Capital LLC

Updated today

Client assets under management

$65,000,000

Clients

38

21% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

13

Very Low

Average account size

$1,710,526

About

Malatai Capital provides discretionary investment management focused on equity securities for a small roster of mostly high‑net‑worth individuals and related entities, including trusts, estates, pension plans and nonprofit organizations. The firm manages roughly $65 million across a limited number of client relationships and generally does not serve lower‑net‑worth retail individuals.

The firm’s investment approach emphasizes fundamental analysis applied to a concentrated, actively managed universe of roughly 150–200 equities, with daily review and proprietary screening to identify securities expected to experience significant near‑term movement; it may also use options and other trading techniques as part of portfolio implementation. Portfolios are managed on a discretionary basis and are tailored to each client’s stated objectives, risk tolerance and any investment restrictions.

What distinguishes Malatai Capital from many peers is its use of performance‑based compensation arrangements with clients who meet SEC “qualified client” criteria rather than the more common percentage‑of‑assets fee model. The firm is relatively newly established but has grown to institutional‑scale assets while maintaining a small client base and an active, concentrated trading orientation.

Client services

Portfolio management

Expertise

Active portfolio management Options & derivatives strategies

Fee options

Performance-based

25% of client's quarterly net realized and unrealized profits, calculated quarterly with a high-water mark and loss carry-forward provision

Other

Account minimum: $500,000

Main office location

Malatai Capital LLC

120 Broadway, Suite 918

New York NY 10271, United States

Number of offices

1

Most active in

Massachusetts · New York · North Carolina · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Matthew R

Series 65

New York, NY

Malatai Capital LLC

Matthew Roesser is a financial advisor at Malatai Capital LLC in New York, NY, holding a Series 65 designation with four years of industry experience. He has worked at Malatai Capital since 2018 and previously spent six years at Spectronics. Outside of his advisory role, he is a partner at Liberty 225 Capital, a fundless sponsor for special purpose vehicles in consumer product and technology businesses. Malatai Capital provides discretionary portfolio management primarily for high-net-worth individuals, focusing on equity securities through individualized investment programs. The firm uses fundamental analysis combined with daily technical reviews and employs performance-based compensation for qualified clients.

Active portfolio management Options & derivatives strategies
user avatar

John L

Series 65

New York, NY

Malatai Capital LLC

John Luedke is a financial advisor at Malatai Capital LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Michigan State from 2011 to 2023. Outside of his advisory role, he also works as a consultant for Mantis Innovation. Malatai Capital provides discretionary portfolio management primarily for high-net-worth individuals and related entities, focusing on equity securities. The firm uses a combination of fundamental analysis and daily technical reviews to tailor investment programs to clients’ objectives and risk tolerances, and it employs performance-based compensation for qualified clients.

Active portfolio management Options & derivatives strategies
user avatar

Lance H

Series 65

Cicero, NY

Malatai Capital LLC

Lance Hogan is a financial advisor at Malatai Capital LLC with two years of industry experience. He holds a Series 65 designation and has previous work history at Defy Security and Depuy Synthes (Johnson and Johnson). Malatai Capital provides discretionary portfolio management primarily for high-net-worth individuals, focusing on equity securities with individualized investment programs. The firm’s approach combines fundamental analysis with daily technical review and employs performance-based compensation for qualified clients.

Active portfolio management Options & derivatives strategies
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")