Matthews South, LLC
Firm details
- Headquarters
- San Mateo, California
- CRD number
- 283409
- Registered since
- March 16, 2017
- Website
- matthewssouth.com
Firm profile
FINTRXOverview
Matthews South, LLC is an SEC-registered limited liability company that FINTRX classifies as an investment bank. The firm registered with the SEC in 2017 and is owned by a combination of a domestic entity and an individual. FINTRX flags that the firm is not a capital allocator, is not active on ESG initiatives, is not a multi-state adviser, and is not identified as a pension consultant or related adviser. The database does not list specific business or advisory activities, a client profile, or a fee schedule for the firm. That absence of operational detail in FINTRX suggests the entity is either focused on non-advisory investment banking work or has limited public-facing advisory operations.
Assets & Accounts
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
Owners & executives
3 of 3
Vijay Culas
Founder & CEOCRD 2643904

Vahagn Minasian
Co-Founder & CTOCRD 4898514

Kevin Castellano
Co-Founder & CFOCRD 5348442
Contacts
3 of 9
Susan Hayes
FinOpCRD 2856326

Bryan Goldstein
Client AdvisorCRD 4985210

Jared Kramer
Client Advisor & Product ManagerCRD 5225303
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Mateo, CA
San Mateo
Location
San Mateo, CA
Headquartered in San Mateo, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Mateo
- Address
- 1700 S El Camino Real
- Time zone
- PT (UTC-8)
- Office locations
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