Matthews South, LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
12
Avg account
$0

Firm details

Headquarters
San Mateo, California
CRD number
283409
Registered since
March 16, 2017

Firm profile

FINTRX

Overview

Matthews South, LLC is organized as a limited liability company and first registered with the SEC in 2017. Publicly available metadata classifies the firm as an investment bank and lists ownership as a mix of a domestic entity and an individual. The profile indicates Matthews South does not act as a capital allocator and is not flagged as an active ESG investor. It is not registered as a multi-state adviser, not identified as a pension consultant, and is not listed as a related adviser. Available records do not disclose the firm’s advisory services, fee schedules, client segments, or detailed business activities. The dataset also contains no entries for affiliations, industry awards, or stated investment mandates.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Vijay Culas

    Vijay Culas

    Founder & CEOCRD 2643904

  • Kevin Castellano

    Kevin Castellano

    Co-Founder & CFOCRD 5348442

  • Vahagn Minasian

    Vahagn Minasian

    Co-Founder & CTOCRD 4898514

Contacts

3 of 9
  • Beesham Seecharan

    Beesham Seecharan

    Managing Director & Senior CounselCRD 5221163

  • Dhruv Sanger

    Dhruv Sanger

    Senior Finance ManagerCRD 6762616

  • Susan Hayes

    Susan Hayes

    FinOpCRD 2856326

Unlock 6 more contacts

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

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth