Matthews South, LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
12
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 the dataset as an investment bank. Ownership is reported as a combination of a domestic entity and an individual. The firm does not identify itself as a capital allocator and is not listed as an active ESG investor. It is not registered as a multi-state adviser, is not marked as a pension consultant, and is not flagged as a related adviser in the available record. The firm has supplied minimal public detail about its advisory or business activities and client focus in the source dataset. That limited disclosure makes it difficult to characterize client segments, fee schedules, or the scope of advisory services from the provided summary alone.

Assets & Accounts

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

    Vijay Culas

    Founder & CEOCRD 2643904

  • Kevin Castellano

    Kevin Castellano

    Co-Founder & CFOCRD 5348442

  • Vahagn Minasian

    Vahagn Minasian

    Co-Founder & CTOCRD 4898514

Contacts

3 of 9
  • Beesham Seecharan

    Beesham Seecharan

    Managing Director & Senior CounselCRD 5221163

  • Dhruv Sanger

    Dhruv Sanger

    Senior Finance ManagerCRD 6762616

  • Susan Hayes

    Susan Hayes

    FinOpCRD 2856326

Unlock 6 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