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Matthew Justin Malgari

L2 Asset Management, LLC

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About Matthew Justin Malgari

Matthew Malgari is an investment advisor representative registered in Massachusetts with L2 Asset Management, LLC and Kailash Capital Research LLC. Matthew has been in the industry since 2010, previously working with Knight Capital Americas LLC. Matthew is a Series 63, 65, 7, 86, and 87 licensed professional. The advisor focuses on providing portfolio management for separately managed accounts, individuals, investment companies, and pooled investment vehicles.

Firm Information

Matthew Malgari is currently registered with L2 Asset Management, LLC. L2 Asset Management, LLC is an investment advisor with approximately $473.26 million in regulatory assets under management. The firm offers portfolio management services to individuals, investment companies, and pooled investment vehicles. They also provide portfolio management for separately managed accounts. L2 Asset Management has 1 investment adviser representative and 4 investment advisory functions. They have 20 total client accounts, all of which are discretionary.

$473.26M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio management for separately managed account

Portfolio management for separately managed account

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Matthew Malgari’s Registration & Firm History

MA

05/02/2016 - Present

L2 Asset Management, LLC (Wayland MA)

MA

07/02/2012 - 06/14/2013

KNIGHT CAPITAL AMERICAS LLC (BOSTON MA)

MA

09/17/2010 - 07/02/2012

KNIGHT CAPITAL AMERICAS, L.P. (BOSTON MA)

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Licenses & Designations

IA

Issued 09/18/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/10/2011

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 12/07/2010

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 09/16/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Justin Malgari.
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