Investment adviser · CRD 133766

MATTERHORN CAPITAL MANAGEMENT, LLC

Investment adviser filing (IA)

SAN ANTONIO, TX, United States · Form ADV filed Feb 24, 2016

Regulatory AUM
$420M
Form ADV · Item 5.F
Client accounts
445
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
6
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: Feb 24, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

3512 PAESANOS PARKWAY, SUITE 301
SAN ANTONIO, TX, 78231, United States

CRD 133766

Filing source

Form ADV 978640 · Feb 24, 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.