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 organized as a limited liability company and is recorded with the SEC as of 2017. FINTRX classifies the firm as an investment bank rather than a traditional asset manager; ownership is listed as a mix of a domestic entity and an individual. The profile contains minimal operational detail — the firm does not identify itself as a capital allocator and provides no descriptions of advisory activities or client segments. The snapshot flags several negative/no entries: Matthews South, LLC is not listed as an active ESG investor, not a multi-state adviser, not a pension consultant, and is not flagged as a related adviser. FINTRX does not supply information on business activities, fee structures, or manager allocation preferences for the firm.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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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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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