D. MATTERSDORFF LLC

Overview

D. Mattersdorff LLC is a small, independent registered investment adviser focused on individuals and families. The firm provides financial planning and portfolio management for individual and small-business clients and charges for advice through a mix of a percentage-of-AUM fees and hourly engagements. Investment activity centers on liquid equity exposure—nearly half of reported assets are held in exchange-traded equities—while the firm supplements core holdings with mutual funds and targeted alternative real estate allocations through third-party managers. The adviser is not positioned as a multi-state or pension consultant and does not identify as an active ESG investor. D. Mattersdorff LLC operates as a boutique manager that appears to emphasize straightforward equity-oriented portfolios for a limited client base rather than broad institutional solutions or in-house alternative manager platforms. The firm’s allocation approach leans on externally managed mutual funds and ETFs for core beta and uses outside real estate managers to provide alternative diversification and income-oriented exposures.

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Public Holdings

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Location & Offices