Investment adviser · CRD 33364

MATRIX CAPITAL GROUP

Investment adviser filing (IA)

MATRIX CAPITAL GROUP, INC.

NEW YORK, NY, United States · Form ADV filed Mar 30, 2016

Regulatory AUM
$30M
Form ADV · Item 5.F
Client accounts
1
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 30, 2016. View historical filings

Reported services

Business portfolio management

Compensation

Percentage of assets · Fixed

Principal office

106 WEST 32ND STREET, SUITE 177
NEW YORK, NY, 10001, United States

CRD 33364

Filing source

Form ADV 1003614 · Mar 30, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.