{
  "crd_number": 323393,
  "slug": "marketdesk-indices-llc-323393",
  "primary_business_name": "MARKETDESK INDICES LLC",
  "legal_name": "MARKETDESK INDICES LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-08-07",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-03-16",
  "carried_forward": false,
  "raum_total": 151615364.0,
  "raum_discretionary": 151615364.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 151615364.0,
      "count": 2
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum",
    "subscription"
  ],
  "advisory_activities": [
    "periodicals_newsletters",
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MO"
  ],
  "websites": [
    "https://linkedin.com/company/marketdeskresearch",
    "https://marketdeskportal.com",
    "https://marketdeskresearch.com",
    "https://quantpack.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323393",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/marketdesk-indices-llc-323393",
  "display_name": "Marketdesk Indices LLC",
  "summary": "Marketdesk Indices LLC is an SEC-registered investment advisory firm, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.",
  "citation": "AdvisorCensus. Marketdesk Indices LLC (CRD 323393): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Subscription fees (for a newsletter or periodical)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)",
    "Publication of periodicals or newsletters"
  ],
  "quick_answers": [
    {
      "q": "How is Marketdesk Indices LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Marketdesk Indices LLC reports these compensation arrangements: a percentage of assets under its management; subscription fees (for a newsletter or periodical); other."
    },
    {
      "q": "How much does Marketdesk Indices LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 16, 2026 states: Subscription: $300 a quarter (Newsletters and charts for Financial Advisors); Subscription: $312 a quarter (Data subscription with access to proprietary leading indicators); Subscription: $250 a quarter (Data subscription with access to proprietary leading indicators). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Is Marketdesk Indices LLC registered with the SEC or a state?",
      "a": "Marketdesk Indices LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 323393."
    },
    {
      "q": "How much does Marketdesk Indices LLC manage?",
      "a": "Marketdesk Indices LLC reports $151,615,364 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary)."
    },
    {
      "q": "How have Marketdesk Indices LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Marketdesk Indices LLC: Regulatory assets under management: $2 in the October 2023 data and $151,615,364 in the October 2026 data, up 7580768100%. Total employees: 2 in October 2023 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Marketdesk Indices LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: investment companies (2)."
    },
    {
      "q": "Does Marketdesk Indices LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323393"
    },
    {
      "q": "Does Marketdesk Indices LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 16, 2026 says: \"There is no account minimum for any of MarketDesk’s services.\""
    },
    {
      "q": "What changed in Marketdesk Indices LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $110,921,838 to $151,615,364 (+37%)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 2.0,
      "total_employees": 2,
      "filing_date": "2023-07-13"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 89237884.0,
      "total_employees": 2,
      "filing_date": "2024-03-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 110921838.0,
      "total_employees": 2,
      "filing_date": "2025-03-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 151615364.0,
      "total_employees": 2,
      "filing_date": "2026-03-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $110,921,838 to $151,615,364 (+37%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 16, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: $300 a quarter (Newsletters and charts for Financial Advisors)",
      "Subscription: $312 a quarter (Data subscription with access to proprietary leading indicators)",
      "Subscription: $250 a quarter (Data subscription with access to proprietary leading indicators)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no account minimum for any of MarketDesk’s services."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $300 a quarter (Newsletters and charts for Financial Advisors)"
        ],
        "quotes": [
          "MarketDesk subscription fees are flat fees and vary as noted below. Fees are subject to negotiation and may be subject to change with advance notice in accordance with the terms set forth in the subscription agreement. White Label Insights ... Starts at $300 per quarter"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $312 a quarter (Data subscription with access to proprietary leading indicators)"
        ],
        "quotes": [
          "The Quant Pack ... Data subscription with access to proprietary leading indicators ... $312 per quarter for 6-month subscription"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $250 a quarter (Data subscription with access to proprietary leading indicators)"
        ],
        "quotes": [
          "The Quant Pack ... Data subscription with access to proprietary leading indicators ... $250 per quarter for 12-month subscription"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": 300.0,
          "min": null,
          "max": null,
          "period": "quarterly",
          "service": "Newsletters and charts for Financial Advisors"
        },
        {
          "kind": "subscription",
          "amount": 312.0,
          "min": null,
          "max": null,
          "period": "quarterly",
          "service": "Data subscription with access to proprietary leading indicators"
        },
        {
          "kind": "subscription",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "quarterly",
          "service": "Data subscription with access to proprietary leading indicators"
        }
      ]
    },
    "quotes": [
      "There is no account minimum for any of MarketDesk’s services.",
      "MarketDesk subscription fees are flat fees and vary as noted below. Fees are subject to negotiation and may be subject to change with advance notice in accordance with the terms set forth in the subscription agreement. White Label Insights ... Starts at $300 per quarter",
      "The Quant Pack ... Data subscription with access to proprietary leading indicators ... $312 per quarter for 6-month subscription",
      "The Quant Pack ... Data subscription with access to proprietary leading indicators ... $250 per quarter for 12-month subscription"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/marketdesk-indices-llc-323393.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 2,
      "fewer_than_5": false,
      "raum": 151615364.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323393",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}