Managing Member, Portfolio Manager · L2 Asset Management, LLC
Matthew J. Malgari
CRD 2517985 · Named on Form ADV at 2 SEC-registered advisers
At a glance
L2 Asset Management, LLC, an SEC-registered asset manager with $1.3 billion in regulatory assets, lists Matthew J. Malgari on its Form ADV as Managing Member, Portfolio Manager, a control person. The SEC filings also name Matthew at 1 other registered adviser.
Firms and roles
- L2 Asset Management, LLCManaging Member, Portfolio ManagerAsset manager · United States · $1.3B in regulatory assets
- Kailash Capital Research LLCManagerAsset manager · United States · $0M in regulatory assets
AtlasMembers
Matthew’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Matthew’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Sanjeev BhojrajPortfolio Manager, L2 Asset Management, LLC
- Nathan H. PrzybyloPortfolio Manager, Programmer, L2 Asset Management, LLC
- Andrew T. ArnedtGeneral Counsel, L2 Asset Management, LLC
- Giselle CasellaChief Compliance Officer, L2 Asset Management, LLC
- John T. DurkinChief Operating Officer, L2 Asset Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.