Data / Investment advisers / New York / Downtown Investment Advisory
Downtown Investment Advisory, White Plains, NY: $125 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Downtown Investment Advisory is an SEC registered investment adviser with its main office in White Plains, New York and reports $125 million in regulatory assets under management in its Form ADV filed February 5, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 168812
- SEC file number
- 801-110387
- SEC status
- Approved, effective April 17, 2017
- Legal name
- Maytal Asset Management LLC
- Main office
- 360 Hamilton Avenue Suite 1110, White Plains, NY 10601
- Phone
- (917) 363-4919
- Website
- seekingalpha.com
- Regulatory AUM
- $125,307,034 in the Form ADV filed February 5, 2026
- Discretionary AUM
- $125,307,034
- Accounts
- 153
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 5, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 35 | $106.5 million |
| Individuals (other than high net worth individuals) | 19 | $9.8 million |
| Charitable organizations | 5 | $9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $125.3 million | January 30, 2026 |
| December 1, 2025 | $120.2 million | February 12, 2025 |
Other advisers in White Plains
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Prato Capital Management | White Plains | $224.6 million | Not listed | adviserinfo.sec.gov |
| Timber Point Capital Management | White Plains | $188.3 million | Not listed | adviserinfo.sec.gov |
| Lanx Management, LLC | White Plains | $187.7 million | 4 | adviserinfo.sec.gov |
| Prism Planning and Solutions Group | White Plains | $157 million | Not listed | adviserinfo.sec.gov |
| Milagre Wealth Management, Inc. | White Plains | $137.1 million | Not listed | adviserinfo.sec.gov |
| Dynamic Trading Management, LLC. | White Plains | $116.6 million | Not listed | adviserinfo.sec.gov |
| Fox Financial Services, Inc. | White Plains | $110.9 million | Not listed | adviserinfo.sec.gov |
| Stonebridge Partners LLC | White Plains | $99.4 million | 14 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in White Plains, NY
- Investment advisers in New York
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Downtown Investment Advisory on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.