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Maytech Global Investments

Updated today

Client assets under management

$536,877,847

Clients

111

86% high-net worth

Advisors

5

of 12 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

22

Very Low

Average account size

$4,836,737

About

MayTech Global Investments is a registered investment adviser managing approximately $895 million in regulatory assets and providing discretionary portfolio management, model delivery to wealth platforms, and sub-advisory services. Its clients include individual investors (including high-net-worth and family office relationships), wealth management platforms, and institutional investors such as banks and pension plans, and the firm also serves as adviser to a private pooled vehicle.

The firm implements a research-intensive Global Growth strategy that targets companies exposed to globalization, digitalization and demographic change, with a sector focus on information technology, healthcare and consumer names; research includes regular company visits and meetings with management, including in China. MayTech generally manages separate accounts on a discretionary basis, delivers model portfolios to platforms, and the affiliated Global Innovation Fund follows a similar approach while permitting short sales, leverage and other strategies that can increase portfolio risk.

Compared with many team firms, MayTech operates an affiliated general partner that collects performance allocations from the Global Innovation Fund and manages that fund side‑by‑side with separate accounts under documented trade allocation and rotation policies to mitigate conflicts of interest. The firm recently outsourced middle‑office and performance/composite administration to SEI, uses third‑party solicitors with formal disclosure procedures, and maintains a relatively large amount of AUM per advisor for a firm of its size.

Client services

Portfolio management

Expertise

Active portfolio management Concentrated stock management Retirement income strategy

Occupation focus

Founder/Business Owner

Fee options

Percentage

$0 - $2,500,000: 1.50% per annum $2,500,001 - $5,000,000: 1.40% per annum $5,000,001 - $7,500,000: 1.30% per annum $7,500,001 - $9,999,999: 1.20% per annum $10,000,000+: 1.25% per annum on first $10,000,000 $10,000,001+: 0.90% per annum on remaining balance

Performance-based

Performance allocation from net profits of the Global Innovation Fund as described in Item 6

Other

Account minimum: $1,000,000

Main office location

Maytech Global Investments

450 Park Ave, Ste 2700

New York NY 10022, United States

Number of offices

2

Most active in

California · Connecticut · Florida · Illinois · Massachusetts · New Jersey · New York · Oregon · Pennsylvania · Tennessee · 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

Nels W

Series 66

New York, NY

Maytech Global Investments

Nels Wangensteen is a financial advisor at Maytech Global Investments with 10 years of industry experience. He holds a Series 66 designation and previously worked at Integre Asset Management. Since 2017, Wangensteen has served as a trustee for The Panaphil Foundation, a charitable organization. Maytech Global Investments provides discretionary portfolio management to high-net-worth individuals, family offices, and institutional investors. The firm employs a research-intensive Global Growth strategy focused on technology-enabled, scalable businesses across global markets.

Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner
user avatar

Ye Y

Series 63

New York, NY

Maytech Global Investments

Ye Yin is a financial advisor at Maytech Global Investments in New York, NY, holding a Series 63 designation with four years of industry experience. He has been with Maytech Global Investments since 2016 and previously worked at Maytech Capital Management from 2014 to 2017. Maytech Global Investments provides discretionary portfolio management to high-net-worth individuals, family offices, and institutional investors, along with model portfolios and sub-advisory services. The firm focuses on a research-intensive Global Growth strategy targeting technology-enabled, scalable businesses worldwide and sponsors the Global Innovation Fund, which concentrates on technology, healthcare, and consumer sectors.

Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner
user avatar

Eric A

Series 65

Boca Raton, FL

Maytech Global Investments

Eric Anderson is a financial advisor with MayTech Global Investments and holds a Series 65 designation. He has one year of industry experience, including prior roles at Halifax West and AVARY Group. Outside of finance, Anderson has worked in education at Lynn University and several schools from 2009 to 2025. MayTech Global Investments provides discretionary portfolio management to high-net-worth individuals, family offices, and institutional investors, employing a research-intensive Global Growth strategy focused on technology-enabled, scalable businesses worldwide. The firm also sponsors the Global Innovation Fund and offers model portfolios and sub-advisory services.

Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner
user avatar

John G

CFA®, Series 63

New York, NY

Maytech Global Investments

John Gross is a CFA® charterholder with 19 years of industry experience. He is currently a financial advisor at MayTech Global Investments, where he has worked since 2024. Prior to joining MayTech, he spent 13 years at Polen Capital Management and BNY Mellon Distributors LLC. MayTech Global Investments provides discretionary portfolio management to high-net-worth individuals, family offices, and institutional investors, along with model portfolios and sub-advisory services. The firm employs a research-intensive Global Growth strategy focused on technology-enabled, scalable businesses across global markets.

Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner
user avatar

Walter K

Series 63, Series 65

New York, NY

Maytech Global Investments

Walter Kelley is a financial advisor at Maytech Global Investments with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Brookmont Capital Management and J.P. Morgan Securities. Outside of his advisory role, he is an equity owner in Payment Approved Technologies. Maytech Global Investments provides discretionary portfolio management to high-net-worth individuals, family offices, and institutional investors, employing a research-intensive Global Growth strategy focused on technology-enabled, scalable businesses worldwide. The firm also sponsors the Global Innovation Fund and offers model portfolios and sub-advisory services to institutional clients.

Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner
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