MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 1996
Total AUM
$6.6B
Discretionary
$6.6B
100% of AUM
Avg account
$175M
Accounts
38
Employees
83
Advisory reps
9

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
106054
Registered since
October 4, 1996
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

FINTRX

Overview

Matthews International Capital Management, LLC is an SEC-registered investment adviser organized as an LLC and operating since 1996. The firm serves institutional clients and charges fees as a percentage of assets under management. Its advisory services include portfolio management for investment companies, pooled vehicles, and businesses or institutions. Matthews reports itself as an active ESG investor. Ownership categories listed for the firm include domestic and foreign entities as well as individuals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Sean 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

Unlock 5 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 2

Active vs passive

$428K in ETFs

Passive

0%

$0

Active

100%

$428K

ETFProviderStyleCategoryValueShares% of portfolio
MATTHEWS KOREA ACTIVE ETF (MKOR)ActiveMiscellaneous Region$220K5,03251.31%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth