M
$1.0B Total AUM
$1.0B Disc. AUM
-- 3Y CAGR
16 Employees
876 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-24-2024
- Office Locations
- 9
Office Locations
-- Austin TX
-- Boca Raton FL
-- Charlotte NC
About Matauro, LLC
Matauro, LLC is a NEW York-based RIA with 9 offices. The firm has been operating for 1 years. Managing $1.0B in total assets under management, with 10 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
34 AVG AGE
$104.7M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
1.8 yrs AVG TENURE
16 Employees
10 Advisory Reps
10 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
Matthew Evan Klein
Chief Compliance Officer, Founder
- CRD
- #5060520
- Ownership
- Less than 5%
Available
Available
Available
Barrett R Tabeek
Chief Financial Officer, Founder, PARTNER
- CRD
- #5838934
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 3 owners & executives
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ELIRAN O ABEKASSIS
Portfolio Manager
- CRD
- #5414137
Available
Available
Available
Alexandra Fraser
Managing Director, Principal Advisor
- CRD
- #5877586
Available
Available
Available
Showing 2 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,027,079,554 | $435,019 |
| Non-Discretionary | $20,205,230 | $459,210 |
| Total | $1,047,284,784 | $435,461 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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