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IM

Itay Maymon

CLAVIS CAPITAL MANAGEMENT
ENGLEWOOD CLIFFS, NJ 07632
Some features on this profile are disabled
CRD#: 7963854
IM

Professional summary


Itay Maymon is a registered financial advisor currently at CLAVIS CAPITAL MANAGEMENT, LLC located in Englewood Cliffs, New Jersey.

Itay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Itay has worked at 2 firms and has passed the Series 65, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Global Wave Management Ltd. investment related: No; Location: 32 Hameyasdim Street Binyamina North 30500 Israel; Description: Global Wave Management Ltd. is a technology-oriented business engaged in developing statistical models and software for the financial industry. ;Position: Founder, CEO; Responsibilities Duties: Research and Analysis, day-to-day operation.; Start date: 2023-08-15; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 50; Percentage of total yearly compensation expected to be derived from the business: 50;

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Itay Maymon's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

April 21, 2025 - Present

CLAVIS CAPITAL MANAGEMENT, LLC

Office #1: 560 Sylvan Avenue, Englewood Cliffs, NJ 07632
RIA
CRD#: 332545
ENGLEWOOD CLIFFS, NJ
Past

May 9, 2006 - March 7, 2008

G-2 TRADING,LLC

BD
CRD#: 44018
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Jersey
(4/21/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/11/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CC
CLAVIS CAPITAL MANAGEMENT, LLC
CLAVIS CAPITAL MANAGEMENT LLC | CLAVIS CAPITAL MANAGEMENT, LLC

CRD#: 332545 / SEC#:

New Jersey
Registered Investment Advisory firm - (4/21/2025 Approved)
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Contact information


Main Address
560 Sylvan Avenue, Englewood Cliffs, NJ 07632
Mailing Address
Phone number
(201) 377-2050
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts6
AUM (Assets Under Management)$ 10,000,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CLAVIS CAPITAL MANAGEMENT, LLC

CRD#: 332545Englewood Cliffs, NJ 07632

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