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 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
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 3VIJAY CULAS
Founder & CEOCRD 2643904
KEVIN CASTELLANO
Co-Founder & CFOCRD 5348442
VAHAGN MINASIAN
Co-Founder & CTOCRD 4898514
Contacts
3 of 8BEESHAM SEECHARAN
Managing Director & Senior CounselCRD 5221163
Dhruv Sanger
Senior Finance ManagerCRD 6762616
SUSAN HAYES
FinOpCRD 2856326
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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