Matthew 25 Management Corp

RIASEC Registered
Total AUM
$316M
Discretionary
$316M
100% of AUM
Avg account
$316M
Accounts
1
Employees
1
Advisory reps
2

Firm details

Headquarters
Ambler, Pennsylvania
CRD number
104566
Registered since
July 3, 1995
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Matthew 25 Management Corp is a corporate, institutional registered investment adviser that has been SEC-registered since 1995. The firm is owned by an individual and positions itself as a manager for institutional clients, offering portfolio management specifically for investment companies. Its fee model is a percentage of assets under management. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not structured as a capital allocator, pension consultant, or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

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Contacts

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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

FINTRX

Location

Primary office

Ambler, PA

Montgomery

Location

Ambler, PA

Headquartered in Ambler, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Montgomery
Address
122 E Butler Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth