DOWNTOWN INVESTMENT ADVISORY
  • DOWNTOWN INVESTMENT ADVISORY
  • AIZENBERG, SALO
  • MAYTAL ASSET MANAGEMENT LLC

Adviser Profile

As of Date 02/05/2026
Registration SEC, Approved, 04/17/2017
Other registrations (1)
ADV Location WHITE PLAINS, NY, United States
Contact Info (91 xxxxxxx
Websites
AUM* 125,307,034 -1%
of that, discretionary 125,307,034 -1%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 819,000 -56%
% High Net Worth 59.32% 15%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

147M 126M 105M 84M 63M 42M 21M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name ROLLERI & SHEPPARD CPAS, LLP Filing Date09/07/2023 Form ADV-E View Report

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser MISSION CREEK CAPITAL PARTNERS, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM741.6m #Funds-
Adviser TANGLEWOOD LEGACY ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM809.0m #Funds-
Adviser GREYLIN INVESTMENT MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM641.7m #Funds-
Adviser ASCENSION CAPITAL ADVISORS, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM938.5m #Funds-
Adviser KIMELMAN & BAIRD, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.5b #Funds-
Adviser MCS FAMILY WEALTH ADVISORS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM162.6m #Funds-
Adviser BLUE ZONE WEALTH ADVISORS, LLC Hedge Fund- Liquidity Fund8.7m Private Equity Fund16.9m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV25.6m AUM770.0m #Funds4
Adviser CLARITY WEALTH ADVISORS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM732.9m #Funds-
Adviser JMAC ENTERPRISES LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM722.4m #Funds-
Adviser CK ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM96.7m #Funds-

Brochure Summary