Matthews South, LLC
Firm details
- Headquarters
- San Mateo, California
- CRD number
- 283409
- Registered since
- March 16, 2017
- Website
- matthewssouth.com
Firm profile
FINTRXOverview
Matthews South, LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. The firm registered with the SEC in 2017. Ownership is listed as a combination of a domestic entity and an individual. FINTRX indicates the firm is not a capital allocator, is not identified as an active ESG investor, and does not operate as a multi-state adviser. It is also not designated as a pension consultant or a related adviser. The dataset contains minimal descriptive material about the firm’s business lines, advisory services, client segments, or fee arrangements. FINTRX does not supply details about specific investment strategies, target markets, or personnel responsibilities for Matthews South, LLC.
Assets & Accounts
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
3 of 3
Vijay Culas
Founder & CEOCRD 2643904

Vahagn Minasian
Co-Founder & CTOCRD 4898514

Kevin Castellano
Co-Founder & CFOCRD 5348442
Contacts
3 of 9
Susan Hayes
FinOpCRD 2856326

Bryan Goldstein
Client AdvisorCRD 4985210

Jared Kramer
Client Advisor & Product ManagerCRD 5225303
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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