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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| MT Asset Management LLC
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|---|---|
| CRD # | 147381 |
| SEC # | 801-69239 |
| CIK # | |
| AUM | $1.4 B (2025-07-10) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 212-850-8103 |
| Address | 1000 Route 34 Matawan, NJ 07747 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,120 | 1,404.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,120 | 1,404.0 |
| By Discretionary | ||
| Discretionary | 1,120 | 1,404.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,120 | 1,404.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,404.0 | |
| Total | 1,120 | 1,404.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
GF International Investment Management Limited
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|
1.4 | |
|
Nevastar Finance Ltd
✚
|
1.4 | |
|
Stephens Group Asset Management LLC
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|
AR | 1.4 |
|
HHM Wealth Advisors LLC
✚
|
TN | 1.4 |
|
Brandywine Oak Private Wealth LLC
✚
|
PA | 1.4 |
|
Petredis Investment Advisors LLC
✚
|
PA | 1.4 |
|
LRI Investments LLC
✚
|
FL | 1.4 |
|
Bouchey Financial Group Ltd
✚
|
NY | 1.4 |
|
Maren Capital LLC
✚
|
IL | 1.4 |
|
Fiduciary Wealth Partners LLC
✚
|
MA | 1.4 |