Asset manager
Marketdesk Indices LLC
SEC-registered investment adviser · CRD 323393 · SEC 801-128530
At a glance
Marketdesk Indices LLC is an SEC-registered investment adviser based in United States, with $152 million in regulatory assets under management as of its Form ADV filed March 16, 2026. Its largest client group by assets is investment companies. By Form ADV it is a asset manager, ranked 2,205th of 3,218 asset managers and 13,628th of 17,210 SEC-registered advisers by assets.
marketdeskportal.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $152M
- Rank among asset managers
- #2,205 of 3,218
- Rank among all SEC RIAs
- #13,628 of 17,210
- Clients
- 2
- Accounts
- 2
- Discretionary
- 100% of AUM
- Employees
- 2
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Matthew J. ClementsChief Compliance Officer & Portfolio Manager
- Jonathon S. ClementsPortfolio Manager
Custody and brokerage
Custodian
Marketdesk Indices LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 2 | $152M | 100% |
Disciplinary disclosures
Marketdesk Indices LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
- Periodicals or newsletters
How it’s paid
- A percentage of assets under management
- Subscription fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗marketdeskportal.com ↗
AtlasMembers
The full record on Marketdesk Indices LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 705 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Marketdesk Indices LLC manage?
Marketdesk Indices LLC reports $152 million in regulatory assets under management across 2 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 16, 2026.
What kind of firm is Marketdesk Indices LLC?
Marketdesk Indices LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Marketdesk Indices LLC’s clients?
By assets, its largest client types are investment companies ($152 million, 2 clients).
Does Marketdesk Indices LLC have any disciplinary history?
Marketdesk Indices LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Marketdesk Indices LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-16), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →