Matterhorn Investment Management LLP

RIASEC RegisteredEst. 2006
Total AUM
$7.6M
Discretionary
$7.6M
100% of AUM
Avg account
$7.6M
Accounts
1
Employees
3
Advisory reps
2

Firm details

Headquarters
London,
CRD number
139221
Registered since
March 27, 2006
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Matterhorn Investment Management LLP operates as a limited liability partnership and is classified as a hedge fund. Established in 2006, the firm focuses on portfolio management for pooled investment vehicles and for businesses or institutions. It caters primarily to institutional clients and employs a fee structure that includes a percentage of assets under management along with performance-based fees. The firm does not actively engage in ESG investing and is not classified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Paul Bate

    Paul Bate

    CIO and Portfolio ManagerCRD 5094827

Contacts

1 of 1
  • Maxime Destel

    Maxime Destel

    Risk ManagerCRD 5094829

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
6
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth