Matrix Private Capital Group
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
FINTRXOverview
Matrix Private Capital Group is an SEC-registered LLC that has been operating since 2016 and serves both individual/family and institutional clients. The firm provides portfolio management across individuals, pooled vehicles and institutional mandates, and it also selects and oversees other advisers. Matrix Private Capital Group charges asset-based fees and may assess performance-based fees on certain engagements. It does not identify as an active ESG investor and is not organized as a multi-state adviser for regulatory purposes. The firm also acts as a sponsor/GP/managing member of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities39%
- Public Funds/Mutual Funds26%
- Cash & Cash Equivalents17%
- State & Local Bonds10%
- Private Funds7%
Owners & executives
1 of 1
Seth Scher
Chief Financial Officer / Chief Compliance Officer & PrincipalCRD 4257227
Contacts
3 of 3
Thomas Bruce
PartnerCRD 4618403
Scott Weissman
PartnerCRD 2802682
Marisa Camp
Client Service DirectorCRD 5469829
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 113Active vs passive
$177M in ETFs
89%
$156M
11%
$20.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $21.4M | 109,269 | 12.13% |
Location
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 500 W Madison St
- Time zone
- CT (UTC-6)
- Office locations
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