Matrix Private Capital Group

RIASEC RegisteredEst. 2016

Total AUM

$561M

Discretionary

$561M

100% of AUM

Avg account

$678K

Accounts

827

Employees

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 285531
Registered since: December 8, 2016
Website: matrixpcg.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI68.25%
Corporations / Businesses14.01%
Individuals12.06%
Pooled Investment Vehicles5.68%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Matrix Private Capital Group is an LLC that provides advisory and fund-management services for both high-net-worth individuals and institutional clients. Formed and registered with the SEC in 2016, the firm operates as an "other fund provider" and combines discretionary portfolio management with selection-of-other-advisers capabilities. Its advisory scope includes separately managed accounts for individuals and small businesses, management of pooled vehicles, and portfolio services for institutions or businesses. Compensation is charged as a percentage of assets under management and can include performance-based fees. The firm appears active on the sponsor/GP side of pooled investment vehicles, acting as a sponsor, general partner, or managing member for funds it oversees. Matrix Private Capital Group does not identify as an ESG-focused manager in the source data.