Matthews International Capital Management, LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 106054
- Registered since
- October 4, 1996
- Website
- www.matthewsasia.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies76.93%
- Pooled Investment Vehicles23.07%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Matthews International Capital Management, LLC is an SEC-registered investment adviser that primarily serves institutional clients through fee-based portfolio management. The firm manages pooled vehicles and investment companies and provides portfolio services to businesses and institutions. Matthews identifies as an active ESG investor and is affiliated with broker-dealer activity and other investment-adviser relationships. Its fee model is a percentage of assets under management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Sean Taylor
Chief Investment Officer And Portfolio ManagerCRD 7866105
Contacts
3 of 8
Gordon Matthews
DirectorCRD 1818947
Sato Noriyuki
DirectorCRD 7864177
Christopher Doll
Chairman, DirectorCRD 5191840
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$428K in ETFs
0%
$0
100%
$428K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| MATTHEWS KOREA ACTIVE ETF (MKOR) | Active | Miscellaneous Region | $220K | 5,032 | 51.31% |
Location
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 4 Embarcadero Ctr
- Time zone
- PT (UTC-8)
- Office locations
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