Itay Maymon is a registered investment advisor at Clavis Capital Management, LLC, based in Englewood Cliffs, NJ. Itay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For qualified clients, ClavisCM charges an annual fee of 1.00% of assets under management along with a 20.00% performance fee based on capital appreciation. Fees are generally negotiable.
Fee Estimator
Location
560 Sylvan Avenue, Englewood Cliffs, NJ, 07632
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Itay owns Global Wave Management Ltd., an Israeli-based technology company that develops decision-making quantitative models for the financial industry.
Employment History
Current Registrations
Clavis Capital Management, LLC
State Registrations1 state
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