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 institutional registered investment adviser organized as an LLC and operating since 1996. It serves institutional clients and charges fees based on a percentage of assets under management. The firm lists portfolio management for investment companies, pooled investment vehicles, and businesses or institutions among its advisory activities. Matthews identifies as an active ESG investor and reports affiliations with a broker-dealer and other investment-adviser entities. It is not designated as a capital allocator or a multi-state 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
Owners & executives
1 of 1Sean Taylor
Chief Investment Officer And Portfolio ManagerCRD 7866105
Contacts
3 of 7
Gordon Matthews
DirectorCRD 1818947
Mark Headley
MemberCRD 1928382
John Kast
Global Head of Risk and ComplianceCRD 6910089
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$564K in ETFs
0%
$0
100%
$564K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| MATTHEWS KOREA ACTIVE ETF (MKOR) | Active | Miscellaneous Region | $334K | 5,032 | 59.20% |
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
Similar firms
Turn/River Management, L.P.
RIASan Francisco, CA
Bivium Capital Partners, LLC
RIASan Francisco, CA
Medley Partners Management LLC
RIASan Francisco, CA
Galvanize Climate Solutions LLC
RIASan Francisco, CA
BVF Partners L.P.
RIASan Francisco, CA
Snyder Capital Management LP
RIASan Francisco, CA