MATHERS ASSOCIATES

Exempt Reporting AdvisorFINRA MemberEst. 2015
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
226516
Registered since
May 7, 2015

Firm profile

FINTRX

Overview

Mathers Associates is an SEC-registered limited liability advisory firm that, based on its public filings, operates primarily as an advisor to a pooled investment vehicle rather than as a traditional retail or institutional RIA with separate advisory accounts. The firm is registered since 2015 and is owned by an individual. It is not classified as a capital allocator, is not identified as an active ESG investor, and does not report multi-state advisory activity. Public disclosures indicate the firm’s investment activity centers on a single hedge fund vehicle; no separate client account base is reported. The firm’s profile suggests focus on managing a concentrated alternative investment product rather than providing broad-based wealth management or pension consulting services. Because the adviser is listed as “Unclassified” and the firm reports no independent advisory client accounts, its work appears oriented to the governance, operations and portfolio management of the fund it advises.

Assets & Accounts

Investments & Alternatives

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

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Client base

Client personas

Contacts

1 of 1
  • ELLIOT ZEELANDER

    Managing PartnerCRD 2620614

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

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
1910 W Sunset Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth