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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

MATAURO, LLC

CRD 333038

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:527d3cd6-3be4-9ba0-a1f2-a1cc824b9b2d

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 5
On other graphs: 0
Observed: Aug 26, 2024 to Apr 1, 2026
11 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=7.0
Regulatory AUM: $1.0BItem 5.F on the latest filing (2026-04-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.0B
Private client RAUM: $1.0BderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
RAUM per advisor: $105Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 16
Advisory employees: 10
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2,405
Individual clients: 522
High net worth clients: 354
Custody, client assets: $27.5M
SEC number: 801-131187
CRD: 333038
Filings on the tape: 11
First filed: Aug 26, 2024
Latest filed: Apr 1, 2026
Organised: Limited Liability Company, NY
Website: matauro.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Matthew Evan Klein	n/a	Livingstone, NY \| NEW YORK, NY	1	20	1	yes
Benjamin P Manley	Certified Financial Planner	NEW YORK, NY \| Hartsdale, NY	1	16	2	yes
ELIRAN O ABEKASSIS	n/a	NEW YORK, NY \| Valley Stream, NY	1	18	1	no
Steven James Van Hooker	n/a	Hoboken, NJ \| NEW YORK, NY	1	16	1	yes
Barrett R Tabeek	n/a	NEW YORK, NY \| AUSTIN, TX	1	16	1	yes
Alexandra Fraser	n/a	BOCA RATON, FL \| NEW YORK, NY	1	13	1	yes
MICHELLE NOTARDONATO	n/a	CHARLOTTE, NC \| NEW YORK, NY	1	15	1	no
EVAN M GREY	n/a	CHARLOTTE, NC \| NEW YORK, NY	1	13	1	no
David Tae Hyun Kim	n/a	NEW YORK, NY \| North Hollywood, CA	1	12	1	yes
Adriano J Pisarri	Certified Financial Planner	NEW YORK, NY \| Ridgewood, NJ	1	16	1	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Klein, Matthew, Evan	FOUNDER / CHIEF COMPLIANCE OFFICER	Na	yes	08/2024	Apr 1, 2026	Apr 1, 2026
Tabeek, Barrett, R	PARTNER, CFO	Na	yes	09/2024	Apr 1, 2026	Apr 1, 2026
Van Hooker, Steven, James	PARTNER, COO	Na	yes	09/2024	Apr 1, 2026	Apr 1, 2026
BTMTRO, LLC	Owner	C	no	03/2025	Apr 1, 2026	Apr 1, 2026
MVMTRO, LLC	Owner	C	no	03/2025	Apr 1, 2026	Apr 1, 2026
SVMTRO, LLC	Owner	B	no	03/2025	Apr 1, 2026	Apr 1, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 4

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 1, 2026	$1.0B	$1.0B	16	10	0	n/a	n/a
2024	Apr 2, 2025	$703M	$701M	14	14	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	10	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.0B	$703M	49.0%	n/a	n/a	16	14	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
EQUITABLE ADVISORS, LLC	9	Sep 30, 2024	Sep 30, 2024	NEW YORK, NY	Team lift out	Ibd to new firm	0.2%

Relationships

Registered with (10)

← Adriano J PisarriAdvisorregistration: current employment
Sep 30, 2024 to presentfactForm ADV
← Matthew Evan KleinAdvisorregistration: current employment
Sep 27, 2024 to presentfactForm ADV
← Benjamin P ManleyAdvisorregistration: current employment
Sep 27, 2024 to presentfactForm ADV
← ELIRAN O ABEKASSISAdvisorregistration: current employment
Sep 27, 2024 to presentfactForm ADV
← Steven James Van HookerAdvisorregistration: current employment
Sep 27, 2024 to presentfactForm ADV
← Barrett R TabeekAdvisorregistration: current employment
Sep 27, 2024 to presentfactForm ADV
← Alexandra FraserAdvisorregistration: current employment
Sep 27, 2024 to presentfactForm ADV
← MICHELLE NOTARDONATOAdvisorregistration: current employment
Sep 27, 2024 to presentfactForm ADV
← EVAN M GREYAdvisorregistration: current employment
Sep 27, 2024 to presentfactForm ADV
← David Tae Hyun KimAdvisorregistration: current employment
Sep 27, 2024 to presentfactForm ADV

Controls (3)

← KLEIN, MATTHEW, EVANOwnerFOUNDER / CHIEF COMPLIANCE OFFICER, ownership code C, individual
Aug 26, 2024 to Dec 17, 2024factForm ADV
← VAN HOOKER, STEVEN, JAMESOwnerPARTNER, COO, ownership code B, individual
Sep 20, 2024 to Dec 17, 2024factForm ADV
← TABEEK, BARRETT, RICHARDOwnerPARTNER, CFO, ownership code C, individual
Sep 20, 2024 to Dec 17, 2024factForm ADV

Moved with (1)

← EQUITABLE ADVISORS, LLCRegistered adviser9 advisors, team lift out
Sep 30, 2024 to Sep 30, 2024factForm ADV

Dated events

Occurred
Jan 27, 2026
Regulatory AUM changed
Matauro, Llc reported RAUM $1.0B, up 49% from $703.1M (2025-09-11 to 2026-01-27)
Form ADVobserved 4 days ago
$344M
Occurred
Sep 30, 2024
Team lift-out
9 advisors left Equitable Advisors, LLC (New York, NY) for Matauro, LLC within 9 days
Form ADVobserved 4 days ago
9 advisors
Occurred
Sep 20, 2024
Control person joined
Richard Barrett Tabeek (Partner, Cfo) appeared on Schedule A of Matauro, Llc
Form ADVobserved 4 days ago
Occurred
Sep 20, 2024
Control person joined
James Steven Van Hooker (Partner, Coo) appeared on Schedule A of Matauro, Llc
Form ADVobserved 4 days ago
Occurred
Aug 26, 2024
First Form ADV filing
Matauro, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:527d3cd6-3be4-9ba0-a1f2-a1cc824b9b2d
First observed: Aug 26, 2024
Last observed: Apr 1, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MATAURO, LLC

CRD 333038

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:527d3cd6-3be4-9ba0-a1f2-a1cc824b9b2d

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:58 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Matthew Evan Klein

n/a

Livingstone, NY | NEW YORK, NY

yes

Benjamin P Manley

Certified Financial Planner

NEW YORK, NY | Hartsdale, NY

yes

ELIRAN O ABEKASSIS

n/a

NEW YORK, NY | Valley Stream, NY

Steven James Van Hooker

n/a

Hoboken, NJ | NEW YORK, NY

yes

Barrett R Tabeek

n/a

NEW YORK, NY | AUSTIN, TX

yes

Alexandra Fraser

n/a

BOCA RATON, FL | NEW YORK, NY

yes

MICHELLE NOTARDONATO

n/a

CHARLOTTE, NC | NEW YORK, NY

EVAN M GREY

n/a

CHARLOTTE, NC | NEW YORK, NY

David Tae Hyun Kim

n/a

NEW YORK, NY | North Hollywood, CA

yes

Adriano J Pisarri

Certified Financial Planner

NEW YORK, NY | Ridgewood, NJ

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Klein, Matthew, Evan

FOUNDER / CHIEF COMPLIANCE OFFICER

yes

08/2024

Apr 1, 2026

Tabeek, Barrett, R

PARTNER, CFO

yes

09/2024

Apr 1, 2026

Van Hooker, Steven, James

PARTNER, COO

yes

09/2024

Apr 1, 2026

BTMTRO, LLC

Owner

03/2025

Apr 1, 2026

MVMTRO, LLC

Owner

03/2025

Apr 1, 2026

SVMTRO, LLC

Owner

03/2025

Apr 1, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 1, 2026

$1.0B

n/a

2024

Apr 2, 2025

$703M

$701M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.0B

$703M

49.0%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

EQUITABLE ADVISORS, LLC

Sep 30, 2024

NEW YORK, NY

Team lift out

Ibd to new firm

0.2%