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 that has been SEC-registered since 1995 and is owned by an individual. The firm serves institutional clients and charges fees as a percentage of assets under management. Its primary advisory activity is portfolio management for investment companies, indicating a focus on managing pooled vehicles rather than retail wealth-management relationships. The firm is not identified as an active ESG investor, is not a multi-state adviser, and is not described as a capital allocator, pension consultant, or related adviser.
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
Contacts
2 of 2MARK 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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