MATTHEWS SOUTH, LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
11
Avg account
$0

Firm details

Headquarters
SAN MATEO, California
CRD number
283409
Registered since
March 16, 2017

Firm profile

FINTRX

Overview

Matthews South, LLC is a limited liability company that registered with the SEC in 2017 and is classified in FINTRX as an investment bank. The firm is organized under a domestic entity/individual ownership structure. The FINTRX profile signals a non-traditional asset-management posture: the firm is not identified as a capital allocator, is not flagged as an active ESG investor, and is not listed as a multi-state adviser or pension consultant. The dataset contains minimal detail about client segments, fee arrangements, or day-to-day advisory activities, so the public record emphasizes corporate classification over portfolio management descriptions.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • VIJAY CULAS

    Founder & CEOCRD 2643904

  • KEVIN CASTELLANO

    Co-Founder & CFOCRD 5348442

  • VAHAGN MINASIAN

    Co-Founder & CTOCRD 4898514

Contacts

3 of 8
  • BEESHAM SEECHARAN

    Managing Director & Senior CounselCRD 5221163

  • Dhruv Sanger

    Senior Finance ManagerCRD 6762616

  • SUSAN HAYES

    FinOpCRD 2856326

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

SAN MATEO, CA

SAN MATEO

Location

SAN MATEO, CA

Headquartered in SAN MATEO, 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 MATEO
Address
1700 S El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth