MATRIX CAPITAL MANAGEMENT COMPANY, LP
Firm details
- Headquarters
- PORTSMOUTH, New Hampshire
- CRD number
- 160066
- Registered since
- March 30, 2012
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Matrix Capital Management Company, LP operates as a limited partnership that manages pooled investment vehicles for institutional clients. The firm is registered with the SEC (since 2012) and is organized as a multifaceted manager with activities spanning hedge funds and private equity. It charges both a percentage of assets under management and performance-based fees, and it also carries CPO/CTA responsibilities. Matrix serves primarily institutional investors, is not positioned as an ESG-focused allocator, and does not present itself as a multi-state or newly formed adviser. The firm is active as a sponsor and general partner/manager of pooled vehicles in addition to providing portfolio management for those vehicles. That sponsor/GP role means Matrix both directs capital and operates funds, rather than functioning solely as a third-party allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
1 of 1JOSEPH DOWNING
Deputy Chief Compliance OfficerCRD 8026507
Contacts
2 of 2CHRISTOPHER JOHNSON
Senior Managing DirectorCRD 6028573
DAVID GOEL
Managing General PartnerCRD 2370596
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PORTSMOUTH, NH
ROCKINGHAM
Location
PORTSMOUTH, NH
Headquartered in PORTSMOUTH, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- ROCKINGHAM
- Address
- 3 Pleasant St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
WELLESLEY ASSET MANAGEMENT, INC.
RIAPORTSMOUTH, NH
TIDE CYCLE RESOURCES LLC
RIAPORTSMOUTH, NH
CHARTER OAK CAPITAL MANAGEMENT
RIAPORTSMOUTH, NH
DAVID WENDELL ASSOCIATES, INC.
RIAPORTSMOUTH, NH
CMH WEALTH MANAGEMENT, LLC
RIAPORTSMOUTH, NH
NVEST FINANCIAL, LLC
RIAPORTSMOUTH, NH