Matrix Private Capital Group

RIASEC RegisteredEst. 2016

Total AUM

$561M

Discretionary

$561M

100% of AUM

Avg account

$678K

Accounts

827

Employees

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 285531
Registered since: December 8, 2016
Website: matrixpcg.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI68.25%
Corporations / Businesses14.01%
Individuals12.06%
Pooled Investment Vehicles5.68%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Matrix Private Capital Group is a limited liability company that registered with the SEC in 2016 and operates as an advisor and manager across individual, pooled and institutional mandates. The firm describes its core advisory activities as discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, advisory relationships with institutions and businesses, and the selection of third‑party advisers. It also serves as a sponsor/general partner/managing member of pooled vehicles it sponsors. Fee arrangements include percentage‑of‑AUM charges combined with performance‑based fees. According to its filings, the firm does not identify as an active ESG investor and is not registered as a multi‑state adviser.