Matterhorn Investment Management LLP

RIASEC RegisteredEst. 2006
Total AUM
$8.4M
Discretionary
$8.4M
100% of AUM
Avg account
$8.4M
Accounts
1
Employees
3
Advisory reps
3

Firm details

Headquarters
London,
CRD number
139221
Registered since
March 27, 2006
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Matterhorn Investment Management LLP is a limited liability partnership registered with the SEC in 2006 that operates as a hedge fund adviser focused on institutional clients. The firm provides portfolio management for pooled investment vehicles and for businesses or institutions. Its compensation combines a percentage-of-assets fee with performance-based fees. Ownership is a combination of foreign-entity and individual owners. Matterhorn does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not serve in a pension-consulting capacity.

Assets & Accounts

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
  • Paul Bate

    Paul Bate

    CIO and Portfolio ManagerCRD 5094827

  • Daniel Archer

    Chief Technology OfficerCRD 8305333

Contacts

1 of 1
  • Elie El Khoury

    Financial ProfessionalCRD 8305335

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
6
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth