MATRIX CAPITAL MANAGEMENT COMPANY, LP

RIASEC RegisteredEst. 2012
Total AUM
$2.3B
Discretionary
$2.3B
100% of AUM
Avg account
$581M
Accounts
4
Employees
7
Advisory reps
3

Firm details

Headquarters
PORTSMOUTH, New Hampshire
CRD number
160066
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Matrix Capital Management Company, LP operates as a limited partnership that manages pooled investment vehicles for institutional clients. The firm is registered with the SEC (since 2012) and is organized as a multifaceted manager with activities spanning hedge funds and private equity. It charges both a percentage of assets under management and performance-based fees, and it also carries CPO/CTA responsibilities. Matrix serves primarily institutional investors, is not positioned as an ESG-focused allocator, and does not present itself as a multi-state or newly formed adviser. The firm is active as a sponsor and general partner/manager of pooled vehicles in addition to providing portfolio management for those vehicles. That sponsor/GP role means Matrix both directs capital and operates funds, rather than functioning solely as a third-party allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • JOSEPH DOWNING

    Deputy Chief Compliance OfficerCRD 8026507

Contacts

2 of 2
  • CHRISTOPHER JOHNSON

    Senior Managing DirectorCRD 6028573

  • DAVID GOEL

    Managing General PartnerCRD 2370596

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PORTSMOUTH, NH

ROCKINGHAM

Location

PORTSMOUTH, NH

Headquartered in PORTSMOUTH, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
ROCKINGHAM
Address
3 Pleasant St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth