MATRIX PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
11
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CAMBRIDGE, Massachusetts
CRD number
161792
Registered since
March 30, 2012

Firm profile

FINTRX

Overview

Matrix Partners is organized as a limited partnership and has been SEC-registered since 2012. The firm is structured to act as an investment sponsor and general partner, serving as the managing member of pooled investment vehicles. Regulatory and firm-level attributes in the record indicate the firm is not positioned as a multi-state registered adviser, does not self-identify as an active ESG investor, and is not listed as a pension consultant or related adviser. The dataset classifies the firm as “unclassified” and notes owner type as a combination of domestic entity and individual.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • ERIN MAURO

    Chief Financial OfficerCRD 7888900

  • ANDREA BLACK

    COOCRD 5805034

Contacts

3 of 9
  • TIMOTHY BARROWS

    PartnerCRD 6044096

  • ANTONIO RODRIGUEZ

    Executive OfficerCRD 6630648

  • TIMOTHY PARKER

    General PartnerCRD 7888903

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CAMBRIDGE, MA

MIDDLESEX

Location

CAMBRIDGE, MA

Headquartered in CAMBRIDGE, MA, 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
MIDDLESEX
Address
101 Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth