MATCHPOINT CAPITAL MANAGEMENT, LLC

Overview

Matchpoint Capital Management, LLC is a small, fee-based advisory firm focused on portfolio management for individual and family clients. The firm tilts heavily toward publicly traded equities—delivering most exposure through exchange-traded instruments—and manages both discretionary and non-discretionary mandates. Investment activity suggests a core equity orientation supplemented by external alternative managers where appropriate, rather than a primary focus on proprietary product manufacturing. The business model is percentage-of-AUM compensation, with advisers running separately managed accounts alongside pooled mutual fund exposures. Matchpoint is not positioned as an ESG investor and does not report a multi-state advisory footprint; its client base is concentrated on individuals and families rather than institutional pensions or large pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices