Matthew 25 Management Corp
Firm details
- Headquarters
- Ambler, Pennsylvania
- CRD number
- 104566
- Registered since
- July 3, 1995
- Website
- www.matthew25fund.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Matthew 25 Management Corp is a corporation-structured, SEC-registered investment adviser that has been operating since 1995. It is classified as an institutional RIA and is owned by an individual. The firm’s client base is institutional and its advisory work is focused on portfolio management for investment companies. Fees are charged as a percentage of assets under management. The firm is not a multi-state adviser, does not identify as an active ESG investor, and does not list itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Mark Mulholland
Fund ManagerCRD 1123507
Lesley Buck
Manager of Client ServicesCRD 4937235
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Ambler, PA
Montgomery
Location
Ambler, PA
Headquartered in Ambler, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 122 E Butler Ave
- Time zone
- ET (UTC-5)
- Office locations
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